Brilliant post Arch, thanks for taking such detailed notes. I'll add a few things:
1) Skywater missing IP: The last president and COO focused less on the foundry side of their business. They knew they had gaps in their IP Library and they didn't get them filled in time. Coby also said if Skywater don't get their act together soon , he will take those customers across to DBH.
Adding emphasis - he said it definitely wouldn't be an issue at DBH. They have a huge and established IP library , compared to Skywater which is a younger foundry.
2) DBH , they have already shortlisted the first 20 customers they think WBT should talk to.
3) Global Foundries , worth emphasizing that GF have not been able to qualify the Adesto reram yet, they have tried and failed.
WBT Price at posting:
$3.75 Sentiment: Buy Disclosure: Held
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