All valid points and from reading nuance into various recent media releases one would be forgiven for thinking that the Chinese connection has to now be completely off the table. For instance from :
”SkyWater’s position as the only U.S.-owned and U.S.-operated pure play, DoD-accredited Trusted supplier makes them a natural partner for developing secure access to advanced technologies.”
Read “department of defence-accredited trusted supplier” and “secure access” means imo that there is no chance that that rating would allow the sharing of technology with arch rivals that many are saying conflict with in the near future is a given. And just looking at the technology in development within SkyWater with the above satellite applications with high heat resistance requirements and another major memory collaboration btw DARPA and MIT…
“The group is developing a 3D monolithic device. The goal is to stack ReRAM on top of a carbon nanotube field effect transistor. “3DSOC technology has the potential to have a profound impact on our industry in the way we look at performance scaling and power efficiency in next-generation devices, products, and technology platforms,” said Thomas Sonderman, president of SkyWater….then
…it certainly seems that this initial deal is an excellent ‘first port of call’ for WBT’s technology.
WBT Price at posting:
$2.82 Sentiment: Hold Disclosure: Held
(20min delay)