Denselight's sale to the Chinese consortium was not about a tier 1 buyer ever. The customers of Poet (telcos, datarooms, etc.) and Poet to be the largest customer to the new Denselight (Shanghai) is ultimately about tier 1 customers in my opinion. None of that can be disclosed since NDAs probably applies in the testing and/or development/testing for Poet's tier 1 customer product lines. Those announcements likely would be separate and hopefully ongoing.

Monolithic