Fairchij: Not at all. Wavetek represents great capacity which can be ramped up very quickly if required. POET has talked about a hybrid of both in house and outsourcing as part of their business model and it leads to selling products directly as well as licensing.
Fully agree, Fairchij! POET even mentioned Wavetek explicitly in their news release as of 2016-11-28:
The availability of new capital has allowed the Company to:
- pursue parallel development paths for the VCSEL design;
- engage with multiple third-party sources for critical epitaxial wafers; and
-
resume development cycles at its 6-inch Taiwan foundry partner, Wavetek.