This is great news. Foxconn stepping deeper into complimentary areas for POET tech as well as wafer manufacturing.

More business with POET, creating more avenues for demand. A key point is wafer fabrication. This may solve the China +1 with Foxconn moving into wafer fab work. It also adds incentive to use the POET tech in other things that Foxconn makes, which is a very large number from smart phones to automobiles in addition to the data centers' AI server packaging and networking. 

From the Stansberry e-book update (bold is mine):

"That said, part of Foxconn's latest strategy is to move into semiconductor contract manufacturing, specifically wafer fabrication foundry services, outsourced semiconductor, assembly and test (OSAT) and even ASIC and photonics design. This is in addition to Foxconn's existing leading contract manufacturing market share in the AI server market, the cell phone market, displays and soon to be electronic vehicle market."