Ping pong, this may have nothing to do with indium or the process, but this is the first time I've seen POET mention gallium nitride with gallium arsenide. All I've ever heard them talk about was GaAs.

This is from the MD&A

. The use of III-V materials such as gallium arsenide and gallium nitride are key factors in ODIS’ POET process development for these products. Upon deployment, the POET process has the potential to fundamentally alter the landscape of computing for a broad range of applications by offering components with dramatically lower cost together with increased speed, density, and reliability..