An interesting investment into the expansion of facilities in Singapore for Soitec and Applied Materials. I'm not suggesting these investments are directly tied to Poet at all, but one has to wonder if theres some capacity being carved out.
https://asia.nikkei.com/Business/Tech/Semiconductors/Chip-industry-doubles-down-on-Singapore-as-production-hub
We do know Soitec and Applied Materials are part of the consortium of the SHINE Center. This paragraph kind of caught my attention:
The new plant in Singapore will also conduct research into the commercialization of new technologies, improvements in semiconductor capacity and energy conservation. Applied Materials will partner with an electronic engineering research institute affiliated with Singapore's Agency for Science, Technology and Research, conducting joint studies on hybrid bonding and other 3D chip integration technologies.
Also for those concerned about the ties with China, this should be a calming quote on a possible future direction.
In addition, although rivalry between the U.S. and China is heating up over advanced semiconductors, Singapore is "relatively neutral, geopolitically, making it less likely to be affected in any geopolitical conflict," Truscott said. "Furthermore, its location in Southeast Asia offers supply-chain diversification."
https://poet-technologies.com/news/2022-apr-19.html
https://www.youtube.com/watch?v=Zi1RaXly4Ck
H Jr.
