Also from SH (igold8): http://www.epiworks.com/epicwork/

to me this is again a good sign: Companies like EPIWORKS expecting a strong grow in this III-V market.
If POET starts ther AOC production and eventually a search or fruit company will jump on this poetic train, they will need significant capacity of epi-wafers to feed their fabs! I would expect that we can also see a growth of production capacitis for the production of high purity 200mm GaAs wafers.
So let us see when the curtain opens.