4DS - Anything but Charting, page-35285

sell off post PL4 made sense as people knew it would still take awhile and money can move somewhere else in the meanwhile.
Moving from 60nm to 20nm is risky so the market showing risk aversion made sense as well. But PL6 has been shipped so shrinking to 20nm successful. That's already big news.

$8m R&D of which some is already paid. 4DS has about $10m in the bank now and plenty of oppies in the money. No cap raise coming

I reckon post PL6 they will ramp up PR campaign immensly as we already seen from their social media channels. We know they dont need to go to even smaller geometries so that risk of going lower than 20nm won't be there. PL6 could be the last imec platform. Another risk removed.

Infineon could complete their task sooner than mid-2026, no actual timeline was given. In the meanwhile anything can come out of left field such as a real partnership

Ting won't be as busy with imec, he can go out there and promote instead

Basically, post PL6 I can see far more upside than downside and money won't sell as easily and go somewhere else in the meanwhile as it's far more risky to be on the sideline

If people think too much ramping now go back to December-February/March when it was 90% doom and gloom, DM is a dh, 4DS is dead and buried, PL6 will never work, Ting will leave, and on and on. I had to take a break from HC it go way too negative