I should have also said above lol, that I have severely under estimated AXE timelines. Mostly because they seem to be all hands to the pump, warp level speeds that they can't inform us as regularly. Maybe they need someone dedicated to this job.
I didn't think they would go with TSMC, but rather with maybe GF or a tier 2 fab, or a specialist fab. Under estimated their capabilities to even approach TSMC given the semiconductor industry hierarchies and geopolitical considerations. You certainly don't engage with tier 1s on a whim.
I didn't expect AXE at thi stage to even mention tape out and industrial production contracts with TSMC. That's a further down the road commercial process.
So next, to be cautious, I'm going to under estimate the viability and results of all this testing of 150 QEDs.
AIMO
AXE Price at posting:
45.5¢ Sentiment: None Disclosure: Held
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