Read page 15, which is page 19 on the PDF.

https://www.sedarplus.ca/csa-party/records/document.html?id=2b5ad25e2c1fe3d46ac4f16c63899e8620f94a5b1cf505fce33bb828168e073b

SPX has exclusive rights to 100/200G engines worldwide and 400G in China terrority. Section 5.2 b ii has some interesting langauge about 400G engines outside of China territory. 

5.2 c also says that for 400G outside China, POET needs to buy the engines from SPX. 

What is most unclear is how revenue is shared for 800G engines. SPX will be manufacturing these, but how do these engines fit into the JV agreement? 

In my opinion, with all this said, the most important collaboration in the next couple years is the Multilane/POET module since that should very clearly provide POET revenue.