Hearing Coby on the podcast saying they're still talking with many customers makes me believe that they won't sit quietly on this. As he said they can either bring their own customers to SWs fabs or they can do one or more deals with multiple other fabs who are equally keen on taking on the 'risk' of an unqualified product to gain an advantage over the competitors. Not his exact words but that was my key takeaways from the webinar last week.
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