you do understand the reality is when the agreements on the top tier auto manufacturers start appearing for microcontrollers and power management units the sp will drive north ....that is where market understands the value of the tech and prices it accordingly ....i.e. no revenue needed for that to occur when those agreements are announced
that is the 5 top tier auto aligned companies: NXP - auto security and inter communications Infineon - power electronics and advanced control systems STMicro - power semiconductors and mem componentry Texas Instruments - - analog solutions and embedded systems on broad application range Renesas - soc for high reliability and functional safety
(nailing an agreement with TI would be exceptional imo)
next level down are those are companies that innovate critical safety components iin automotive OnSemiconductor Broadcom Micron Bosch Qualcomm
onsemi already moved on an exceptional platform integration with weebit - ( it does not need high level media exposure as the other key players will be well aware of the move and will follow suit in adopting the weebit tech - it generates more return on reduced outlay - no brainer -
why - market advantage will be protected so they will need to adopt the product - that is the leverage being worked here by this company no single deal wins the prize - these guys are cracking into that tier structure and when they do you will be very very disappointed that you do not hold
this is not my opinion - the strategy is staring to play out in front of us all - DP & AR particularly are standouts in the execution of this process having considerable experience and expertise in doing so over their careers
anything else is noise and will serve you poorly
all in my opinion of course
WBT Price at posting:
$2.28 Sentiment: None Disclosure: Held
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