That is true and below is exactly what they said and why it is unlikely there will be a 2-3 month delay.

14:28 – The next major and very significant step in our lab-to-fab transition was to complete our process technology transfer to a commercial foundry, to fabricate our devices. We had previously announced our agreement with Anadigics for early development in August 2015. Even as we started to make progress at Anadigics through the last quarter of 2015, we were faced with operational uncertainties there, and began exploring pure-play foundry alternatives. We were very pleased to sign a manufacturing services agreement with Wavetek in November.

15:04 – Wavetek Microelectronics Corporation is a pure-play III-V foundry and a wholly-owned subsidiary of UMC, which is the third largest silicon foundry in the world. Wavetek is located at UMC’s Fab 6A in the Hsinchu Science Park in Taiwan and was established as Science Park’s first six-inch gallium arsenide foundry. Wavetek, with its roots firmly in UMC, provides the experience and the capability to meet POET’s high-volume manufacturing requirements.

15:37 – Following the signing of the agreement we have been driving aggressive schedules to validate the technology transfer with real data. The transitioning of foundries has caused some initial delays in technology transfer, but we are working with our new supplier to mitigate any cascading delays to our milestones. The initial results received in the last month are very promising and reassures our belief that we can recover our schedules and meet the milestones we have previously announced.