no current revenue or extended and projected revenue indicating returns on investment over time -
makes no sense for such companies at this point till they see initial bottom line profitability with return on capital investment
combined with node shrink sitting at 28nm .....its old technology to these guys at this point - cost per bit / yield is their benchmark on use case / acquisition etc combined with solid revenue numbers across time ....and weebit don't have this yet. .....
tier 2's and lower tier 1's are worth watching i think at this point ( as are the first customers to come through the door )......there are a few in this category ....but who knows with all the money the US is throwing at the home growns' to be competitive and regain some sort of ascendant position....anything could happen - intel right now....greenfield expansion aiming to be dominant in 5 to 8 yrs when they fill those fab shells with equipment....
link
Intel CEO vents on Ohio chip plant: 'Please don't dither in Congress.' (cnbc.com)
Those tier 2s and lower tier 1s on the older legacy fabs would be sniffing at it im sure after the Skywater tape out news...as would many customers looking at the cost advantage now being presented to them....gives them leverage to gain market share
glah
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