Sorry if I was not as clear as I had hoped.

All I was saying was that it strikes me that it would be more effective/beneficial to limit exclusivity to foundries than to users. One foundry (or a few) can supply "all" users thereby increasing the breadth and scope of Poet's overall market to endless users, ...similar to how you see Intel chips in nearly every users devices. This approach also opens the door to other creative geniuses finding new/different ways to use the produced chips.

On the other hand, exclusivity to one user (i.e., Apple) limits Poet's market which limits foundry production which limits overall sales/revenues. This type of exclusivity also limits the verticals not associated with the base user. For example, why deprive the automotive or industrial sectors of using Poet chips just to have exclusivity with Apple?

However, as I tried to state earlier, they may initially choose exclusivity with one fab and user to get the product off the ground and to solidify their operational processes before opening up usage to the entire chip market.