Re: I wonder when…
in response to
by
posted on
Nov 20, 2021 10:27PM
The sale of DenseLight makes a lot of sense to me. Maintaining a fab is very expensive and the industry has been pretty clear: you maintain a fab as a semi designer and you'll be left behind soon enough (Intel losing to TSMC). Better for POET to focus on being a capital-light, high margin business. Once prod begin it'll truly be the birth of POET, as I believe we've been inside an egg this whole time.