That makes a lot of sense. With Poet pursuing EML instead of SiPho solutions, that could bring back any customer to re-engage with Poet as what it has invented now is actually more of what customers want. Also the scalability of increasing throughput simply by adding chips within the same small footprint makes the Poet more appealing, cost and performance effective than Poet was ever before. I think the last OFC brought out confirmation of Poet's validation to the industry at large.
monolithic