It is interesting to read some of the comments on this forum which are suggesting that some of the long term forum members are reading between the lines or somehow distorting the reason behind the buyer of DL buying that fab.

First off maybe we should go back to the original news release(as pointed out by IAS):

Key terms of the non-binding LOI include proposed cash consideration in the range of $26-million (U.S.) to $30-million (U.S.) ($34.5-million to $40-million), including a $4-million (U.S.) ($5.3-million) earn out provision, no-shop and confidentiality clauses, and an undertaking to enter into key operating agreements, including a preferred supply agreement and a long-term strategic co-operation agreement among the parties. The parties expect to complete the signing of the definitive transaction agreements on or before Sept. 15, 2019. 

I have read posts where some of the regulars here have provided other official statements from the company that support the above. Pointing to the desire of the buyer to participate in a supply agreement to supply POET with the active devices that have been designed for the optical interposer platform. And to  expand the operation to meet that demand which requires large investments by the buyer.

Those of us who  participated in the debenture and have met and have listened to management describe what POET and the buyer hope to achieve can be summed up as follows:

We were advised that the buyer’s success in the ownership of DL is tied directly to the production of active devices which are compatible with POET’s optical interposer. As such they are expanding the operation of DL which includes a new greenfield facility. They are spending a lot of money and have the financial  strength to  make this  very large investment.

This is what we were told and we continue to see the hiring required thanks to forum members here who provide good solid information.