Definitely an interesting development.

Now what are we to think......

II-VI (acquired EpiWorks and Anadigics) is ramping up their VCSEL Production. (http://optics.org/news/7/8/6)

Wavetek is currently increasing their volume production capacity by 67% to 5000 wafers/month and they are ready to increase that production significantly if required. (http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/670311-wavetek-increasing-6-gaas-manufacturing-capacity-in-2016/messages/2099483)