@ Rainer

« Lu100, larger GaAs wafers don't pose larger problems. »

I did not say so.

«According to Stephane, the reason that no 8 inch GaAs wafers are available today, is not that they are hard to produce, but that customers don't ask for them (enough). This is about to change with POET going into mass production, and wafer makers are able and willing to deliver 8 inch wafers. Stephane quoted this example to show that POET also triggers innovations at their suppliers. »

That’s all the point.

There is not enough demand for SILICON 8 inch wafers, actually considered as outdated Vs today's standard of SILICON 12-inch wafers.

For instance, IBM’s chip-manufacturing unit loses as much as $1.5 billion a year.

That the reason why IBM's chip factories with manufacturing process that uses 8-inch silicon wafers are for sale. If it takes too long, they won’t be for sale anymore but for free!

That’s could be a big opportunity then for a Fab willing to increase now its capacity of production for 8 inch wafers, with the intention (that must remain strictly confidential in that case) to implement POET GaAs process, by taking over “old” SILICON 8 inch wafers factories at the best price, or even asking for money to do so.