B&C's post:
MM: "Wow. Just wow. This answers our China +1 concerns".
The Mitsu-POET relationship provides the first doable option for a +1.
A simple plan:
Every OE destined for China market is fabricated via the JV or Sanan IC.
Every OE for +1 is fabricated by Mitsubshi for 1.6T and 3.2T modules destined for everywhere.
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That pretty well covers the problem, B&C. The solution to the problem of being all in re: China. One giant leap forward.
+1 and beyond!
Okiedo