Jim wasn't asked "What's happening with the FAB?", he was asked "What should investors be looking out for/expecting for the rest of the year". He talked about the direction their roadmap was going in, then brought up the topic of the fab himself and explained that cycle times were improved 30% and the yield was also up. He did add that they had encountered some equipment issues which the engineers were on top of and they would be adding new machines once qualified. He didn't look uncomfortable or unhappy to me; quite upbeat if anything.
Are we talking about the same interview?
BLG chart, page-888
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2.5¢ |
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