This statement in the SIA address to the Trump Administration is significant re the export license for POET wafers. 

Reduce Export Burdens on Commercial Semiconductors – As technology advances, semiconductors used in some commercial products can be subject to overly burdensome and unnecessary export control restrictions, thereby placing U.S. companies at a disadvantage to our foreign competitors. To remedy this situation, the Trump Administration should continue ongoing efforts at export control reform in order to ensure U.S. industry competitiveness in the global technology market.

One would hope that special exclusions for companies whose products are also needed by our own military would be easily obtained.