Absolutely. However there's many a slip twixt cup and lip. As long as the downscale to 20nm is completely successfull and this is not guaranteed, in fact the market appears to have priced it as unlikely. Notwithstanding Ting's statement that they had passed the riskiest phase in its development. I presume the market is assessing that comment as "He would say that".
I am not being disparaging, I am invested in the chip's success and am aligned with your excitement regarding the potential here, while also being confounded by the company's poor performance in the market. There are still many unknowns. Although as DeepSeek has shown, things can turn about quickly.
4DS Price at posting:
3.3¢ Sentiment: None Disclosure: Held
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