I'm leaning on those much smarter than I am (which is most) to follow up on the second most popular question directed at POET management;  "Can you supply it?"

Having looked at the worlds biggest fabs (most are in China, many of which are under construction) promising 300,000 units per month!   


I'd love to know what you think a tier 1 company would require in the short-medium term?   Any estimates...and apologies if this has been asked or answered before.