My understanding is that we are moving from lab to fab.
Dr. Taylor should be moving too. Is that why he sold 7 % of his shares? So he could buy a house in SV?
One would think they need Dr. Taylor at the fab.
It would make sense if Poet is leaving old Lab at UofC and move to ''state of art'' lab at 3rd party fab.
Maybe they are moving to SV? That would make sense.
GF Head Quarters is in San Jose. TSMC is there as well.
POET is moving in right direction and that is all that matters.