I don't think there would have been a wafer access issue if Global Foundaries was that closely involved. I also cannot see it fitting with Agit's Foundary 2.0 vision. And then there is the BOD, which are from a variety of large corporations, and have a responsibility to shareholders. I don't think we need to start conspirousy theories here. But when things get rolling, I do think the ties are close enough that those 300mm (12in) wafers Shash referred to at Global Foundaries, would make POET untouchable to competition, if it wasn't going to be anyway.
Time, time time, see what's become of me
while I look around for my possibilities...