I'm saying that I believe Paul McLellan isn't aware of Poet, based on this statement...
operation as low as 0.4V. It is the only process in the world that can do this, including any that are known to be in development
We know from what SG said in the CIC Video.....
Performance gains and power savings
02:05 – Up to 90 percent application power savings. How is that possible? That comes from the fact that we can run the technology in gallium arsenide at much lower voltages. We can run the technology from 0.3 Volt to 0.5 Volt