POET Technologies Inc.

There are only 4 GaAs Chip producer in the world:

2 Japan, 1 China and 1 Germany the last one has a market share of over 30% and belongs to Wacker and Infineon (Siemens subsidiary)

Just take a look: http://www.freiberger.com/en/products/gaas-wafers.html

I would say could be a opportunity and a fast track solution or ?