Now that the MBE maintenance and upgrade are done (may, 27) and that MS8 and MS11 are complete (or being validated at a 3rd party foundry). I don't think Taylor's team is just waiting for the BAE results. They are certainly working on MS9 and/or MS10.

This part from july 8 NR makes me think MS10 is on the way, or at least a part of it.

The prototype initiative aims to put together several key device building blocks, all with integrated optical and electronic capability, into an integrated circuit ("IC") or array of ICs. Development of the two initiatives have proceeded in parallel so far, but are technologically linked.

Link : SSC Decision - Milestone #9 and #10 TBA

POET team is impacted by MBE maintenance and needs to focus on TDK preparation. Once our main commercial partner is named, the POET priorities will be driven by the PDA (POET Development Alliance)

MS9 Integrated Optical Modulator Demonstration / Integrated External Modulator for Continuous Wave Laser Demonstration High performance optical modulator for use with continuous wave lasers (best performance for critical applications).

MS10 Monolithic Integration / Full Integration of Electrical and Optical Devices on Single Die Integration of all previously developed POET electrical and optical devices on a single die.

I think they should give us some meat, like an updated Corporate Presentation that clearly state the completion of MS8. (smallest GaAs transistors in the world to date)