There is definitive interest on the fringes of cutting edge next generation R&D into exotic materials and compound semiconductors based on III V compounds off the periodic table of elements charts in the chip industry.

Being the sole horse in a race is never a good thing. Being in a group in a race is comforting to know that theorhetically the science behind it all is not coming from left field.

More so what the materias that are being used in R&D that was once too prohibitively expensive and exotic is now getting a second look.

POET may or may not be ahead of the game in comparing timelines of POET and the Company in the article you decide...

In regards to the materials that are being mentioned, POET's CSO is the acknowleded foremost expert in his field on the subjec in relations to optics and interplay.