Skywater strategy into 2025 is a no brainer ......there is no doubt when you look at the digital transitional market that is underway and will be worth as estimated approx. 11 trillion USD by 2025 The US is finally understanding that investment in higher value added manufacturing and jobs leads the way into this transition - not tariffs on a competitor as a commercially unviable bullying tactic...
Efabless is a no brainer - brilliant really - Skywater / Google/ Efabless - openlane and opensource SoC design and manufacture will dominates from the ground up......for weebit it is at the ground floor .....stunning really ( not even looking at the DoD work that will be contracted to preferred companies in the US of which Skywater and Gf hold the aces.....think about that for a moment and that will throw light on what will eventuate into 2030 for these companies = m$$$$$) Fabless needs more fabs to leverage better price deals and access to immediate manufacture which in turn leads to Foundries needing more fabs and US chips Act will deliver the coin needed for that to happen ....customers then have access to negate current supply / demand delerium bottlenecks and it needs to happen now.....( as posted recently even the big boys are working the Efabless route understanding the opportunity available through the 'onshore' greenfield policy coming to fruition.
Sonderman and Skywater are following this path to the letter .....if you hold their stock its a great opportunity cost at this point ....the long term strategy aligns with US national policy to regain dominance 'onshore' .....PG of Intel understands this ....TC of Global understands this ......Google understand this ......it is a undervalued buy in now for a business that has understood and moved very early on the 'national drive' for the US to regain a competitive position in chip production.
Automotive and industrial applications will dominate ......(weebit recently announced ....We report stable memory window after 15h bake at 210°C after 10kcycles, which is one of the best results reported so far to our knowledge. Technology passed basic (3x reflow) and extended (9 cycles) SMT tests with zero failures. this is tailored to many applications BUT if i'm an automotive manufacture I would have been on the phone to these guys the moment the presso ended....that development is first in class by weebit - globally and in cheapest cost per bit product with market leading metrics.... who would you call?
GF is chasing this area as well ......it will lead back to onshore US EV manufacture as well as many other industries....
to be able to leverage this onshore value add with minimal capital expenditure in new equipment rather run it through old legacy nodes.....that's what the term sweet spot means .......and will potentially realise $$$$$ returns for all concerned
as a holder here all you need is patience to realise the real leveraged return on investment .....'opportunity cost' that term is used incorrectly all over the place on HC and by investors generally ....Skywater atm and weebit are undervalued providing low cost entry now for a return opportunity into 2025 on an 11 trillion digital market transition happening now and being led 'onshore' in the us by these 2 companies.....that is an opportunity cost to good to pass by
simplistically you don't need a tonne of good ideas in diversification spread hoping for a return ....you just need one good idea worth a tonne on its own ( @70stu ) I currently hold 4 stocks only in my portfolio and they are all green ....have been well green since Jan 2022 when this macro volatility raised its head.......there must be something to that strategy but what do I know...might be dumb luck....hope it stays with me
glah
WBT Price at posting:
$2.55 Sentiment: None Disclosure: Held
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