Investors don't know, but most likely Polariton, which is not the foundry-based model.
IF the deal is with Polariton the implications are hugely negative: Why lead the investors to think they have made a deal for Polymer-Plus or Polymer-Slot through a foundry-based model, which they have almost entirely been focusing on for ubiquity in the last 3 ASM presentations, if that's not the kind of deal they actually made?
Why say the deal is validation of commercial acceptance by the 'industry' if it is really with Polariton?