I conccur with this statement: "I kind of doubt that DenseLight is setup for that kind of capacity but it probably can be with money sourced from NRE"

InP fabrication are at 3-4 inches wafer (correct me if I'm wrong) while they clearly want to go at 6" GaAs-based devices.

Why not have your own lab/fab just accross the road to design, develop/process and test your product in-house in a fab-like environement?

Than once your are satisfied you expedite your manufacturing order to Wavetek.

It has been stated before:

“Wavetek is excited to provide the high-volume manufacturing capabilities POET needs to spark a rapid expansion of opto-electronics applications such as those enabled by the POET platform.”

The Agreement addresses all current manufacturing requirements(including Vertical Cavity Surface Emitting Lasers (VCSELs)) in POET’s ongoing commercialization initiative

Wafer production : Epiworks + Intelligent Epitaxy Technology

Wafer epitaxy testing : San Jose Lab

Device development/process and testing in a Fab-like environment : DenseLight

High-volume devices manufacturing : Wavetek

Fabrication chain completed?

The missing link, who is or are the customers?