Just re-read the August and January announcements and noticed the following. August announcement said they would make 23 new wafers with varying process conditions to see which changes created better metrics. January announce the said they incorporated the learning from the second non platform lot into the process split conditions for the up coming second platform lot whilst also stating that the second non platform lot proved they can repeat the process conditions and get the same wafer metrics. What they haven't said is anything about improvements from the second non platform lot that have been incorporated into the second platform lot. One can only assume they have improved metrics in at least one of the second non platform lot wafers. They're definitely keeping something from us and it's clearly good.
4DS Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held
