As stated, I was at the AGM. Bit disappointed none of you said gidday! I had quite a chat to Dadi and Ashley. Dadi was very matter of fact, more quietly confident than jumping out of his skin. Not much to add but:
- reiterated that the big achievement for the year is derisking
- No other tech can address less than 20 nm
- Leti has been a big contributor to the pace of development
- Already talking to end users and responding to feedback from them as development continues
- My feeling is that we should not expect a big announcement in the near future, but that there may be a series of announcements that relate to building the ecosystem referred to in the preso
- Dadi spoke strongly of the need for all aspects of the ecosystem to develop in order for commercial success to evolve
- Ashley who is Australian, was very excited about how committed the board have been to making sure they do everything right, and get the right mix of skills.
- Ashley was VERY enthusiastic!!
- I’m still not sure why Fred Bart has been brought in..... but I am pretty sure there will be a good reason.
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