BnC you're thinking too much. Just let the process play itself out.

Luxshare aren't stupid, they assemble Apple products.

Their engineers aren't stupid, they know what they're looking at and will work with it.

"LuxshareTech is focused on expanding its 400G and 800G pluggable transceivers portfolio for the data center market,” said Mike Gao, GM of LuxshareTech’s Opto-electronic business unit. "We are pleased to work with POET Technologies and use their highly integrated chiplet platform to enable us to achieve a solution with superior performance and ease of compact module assembly.”

Meta engineers aren't stupid, if Luxshare + POET provide the value proposition, they will buy.