Is anyone else a little nervous about what's happening in China? This is a country that doesn't exactly allow information to flow freely. But there's a lot of unrest, to the point where some are throwing around the words "economic crisis" with a disaster looming in their real-estate market, which has been 30% or so of the country's economy, relating to the Evergrande situation.
Then you have this big talk around Taiwan, which in my eyes, is as much about that country's semi-conductor stronghold, and China's desire to take over that space. Any aggression could put POET in an awkward position politically. That's why I'm really hoping there's a concrete plan afoot to diversify the production lines to include North America or Europe. Ultimately, we need customers and orders to quantify mass production in the first place.