Could the additional modulator relationship be with Ayer?
They developed thier with the ultimate goal of licensing.
Ayar Labs will also license its technology. “Our goal is to create an ecosystem for optical I/O for chips,” says Wright-Gladstein
From 2018;:
http://www.gazettabyte.com/home/2018/1/28/ayar-labs-advances-io-and-pens-globalfoundries-deal.html