Purely speculation but i see it playing out as per below;
- 12 month IMEC extension announced by end of month.
- end of Q4 imec update advising latest batch of wafers completed, progressing with 1mb integration.
- Feb 2020 - Analysis of first chips complete. im assuming results will be good enough for the chips to be distributed to industry players.
- IMEC continues with iteration process further refining performance. we need to remember that the chip will never be 100% and there is always further development that can occur. imo 4DS should continue development while waiting for any commercial arrangements to develop.
- 4DS ramps up marketing activities and releases some actual performance metrics. first indication of an interested party to be announced june 2020, +- 2 months.
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