|Am I correct in assuming that these wafers are from II-VI?|
Yes. Cree would need a European division to be part of Horizon 2020 project. II-VI used their German division, even though wafers come from New Jersey.
Ironically, since Cree is keeping the 200mm wafers in-house, this would actually hurt them until they started selling 200mm wafers.
Don't understand why they talk that way. Cree is probably briefing everyone on their status and everyone knows but us. Even though Cree is not a part of project it would make sense to try to qualify wafers in parallel. Still lots of time.