We had a fair amount of discussion a few weeks ago about the potential NVIDIA connection. Foxconn is their major packaging partner, and Foxconn is our partner. Foxconn is also tied closely with Apple.

Plus CAI, and some unnamed North American Tier 1 manufacturer of optical gear, which I believe is Arista Networks due to Therese Lan Ende being on our BOD while she is in charge of purchasing at Arista. 

This could be a very large number of OEs for POET to sell, with SPX and another channel for supply. This could be part of the reason for the quiet time while the supply chain is put together robustly, with additional wafer capacity outside of China. POET wants to be the industry leader, which cannot happen without another wafer and maker outside of China. 

Lots of clues here, much to chew on while it's quiet out there.