A short video produced by Goldman Sachs piquing interest in the Chinese semiconductor market. Currently, they import ~$200B in semiconductors annually but would like to become more self sufficient with the goal of ~40% of semiconductors sourced/fabricated domestically by 2025. All these semiconductors built into, well, almost everything. IMO probably not a bad plan for POET to be associated with the mothership (Fiberhome).
https://www.goldmansachs.com/insights/pages/the-deal-with-semiconductors.html?mediaIndex=1&autoPlay=true&cid=sch-pd-google-kielysemiconductors-searchad-20189---tech--&mkwid=ptOBxBu8&gclid=Cj0KCQiA28nfBRCDARIsANc5BFAwpUkUADeLl_9b1VSHB5NF9aueYDUptQmTIQPghxY7u3htRG0UFR0aAlUQEALw_wcB