Connecting more dots here.....have a look at this article released today: http://www.reuters.com/article/2014/10/20/us-ibm-divestiture-idUSKCN0I908320141020 "Globalfoundries Chief Executive Sanjay Jha said the company would invest $10 billion between 2014 and 2015 to develop 10 nanometer, 14 nanometer and radio-frequency technologies". There has been a lot of talk on here recently about POET testing a 100nm chip. Back in August, it was mentioned by GT, that 100nm GaAs = 10nm silicon: http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/620165-100-nm-gaas-10nm-silcon/messages/1943256. In another article, it is stated that "As part of the deal, GlobalFoundries will become IBM’s exclusive server processor provider for 22 nanometer, 14nm and 10nm chipsets for the next 10 years". http://www.pcworld.com/article/2836012/globalfoundries-to-take-over-ibms-semiconductor-unit-in-13-billion-deal.html. Could POET be behind (at least) the 10nm?