Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Soitec, a back-up bet if Moore's Law progression takes a detour -- Interesting

Just looked it up: They are producing silicon on insulator (SOI) wafers and are offering customized epitaxy solutions, including GaAs and GaN. A possible scenario could be that a fab that wants to produce POET chips, but does not want to do the epitaxy itself, would instead buy "POET-enabled" wafers from Soitec.

Bottom line: no competition for POET Technologies, but could fit nicely into the Fab 2.0 scenario.

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