I don't think exclusivity has anything to do with it.. Go read the NR, they couldn't move forward in their own facilities due to a lack of tooling/technology so they had to engage a foundry to do further developmental work/testing. This isn't a revenue partner, this isn't anything other than POET Technologies selecting a vendor to continue doing their work -- In other words we are paying this "3rd party foundry" to continue doing the work we were previously doing internally until we hit technological limitations.
I do wish there was some disclosure around the costs associated, with the Ajit onboarding and this -- I'd like to see a re-forecast for how long their cash will last them before another liquidation event may need to happen.
