Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Seems like POET is a perfect fir for Mitsubishi
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I agree with the "how to achieve the numbers" thinking. 

As for your "all the above can be manufactured at a new +1 JV if one materializes".

At this point in time, a Mitsu+POET JV for manufacturing 1.6T+ modules makes sense in several ways.     

 

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