TheWaitingGame: Intelligent Epitaxy is the 2nd wafer supplier besides Epiworks.
Agreed, could well be. Alas, a definitive statement is lacking. The latest MD&A said:
- During Q4 2015, the Company incurred additional upfront costs associated with establishing new foundry and technology development relationships with companies like Anadigics Inc., Epiworks, Wavetek and Intelligent Epitaxy Technology to expedite the technology development.
That is, POET has invested upfront costs into Intelligent Epitaxy Technology, but we don't know for sure how far expediting the technology development with regards to this company has progressed and whether they are actually delivering wafers or not. Or am I missing something here?
