Foxy clearly they are at low production right now out of SPX so unless the customers want to front them money that source is in the future. But there are possibilities for customers or even suppliers to assist.
"We are excited to collaborate with POET to support a growing customer demand for 100G and 200G optical engine products," said Peter Zhang, CEO and Chairman of the Board at YST. "Our superior quality lasers and reputation for reliability will complement POET's Optical Interposer technology, which offers a unique and highly adaptable platform to module makers. We will continue to collaborate with POET on high-speed optical engines while supporting SPX to ramp current products to high volume production."
How about support from the Singapore Economic Development Board. Another grant to help set up production in Singapore?