It's called circling the wagons around monolithic silicon. It's called using energy to stabilize the wavelength to a fixed temperature. Why not liquid cool the whole operation so that microring wavelength can be kept at a fixed temperature. It's called mapping the optics to fit the process rather than utilizing processes that have total flexibility. Remember POET offers multilevel waveguides that can actually cross over each other allowing a level of connectivity that is not available in SOI.
POET is silicon 2.0. These companies are collaborating to cobble together a monolithic platform in silicon because that is what they do.
I don’t have time to do a deeper dive but POET has numerous advantages over the same old. How many years and how much money has been spent try to modify silicon for optical integration. Look at what POET has done on a shoestring budget in such a short amount of time. They did not need to gather a dozen companies together. They did it on their own and have multiple products in the pipeline.
I believe POET will ultimately license their technology to the world of silicon because everyone will need to apply POET’s mix and match platform of the best material sets to POET’s hybrid integration.