Just a bit of input. Recall that all the chip fabrication and processes so far have been positive and that we’re in the 5-10 % tuning adjustments stage. Remember also that they’re not going to release the detailed metrics to market.
The spin from the AGM is highly positive.
Parameters into this chip have been tailored with input from WDC.
The IMEC schedule for logic add ons is neither here nor there as it does not stop potential acquisition.
Previously I mentioned that this testing would need exacting detail to support due diligence and therefore would take longer.
Wilbert has been on board for 2 months now. I’m sure he has been flat out.
4DS does not put out trading halts for external conditions such as “looks like a bad market day”. If the test results aren’t up there, please remember the last chips were fine and this them tinkering with possible improvements.
You don’t need a trading halt for them to deliver the test results on Monday vs Friday.
I believe they are worried about price sensitive information getting out before their announcement.
Assuming all their operations are US or Belgium based, the challenge is over there. It’s unlikely to be the lab which is tight as a drum and therefore prospective leaky channels are their partners. So my conjecture is good results released on Monday but more positive news associated with partnerships etc.
for what it’s worth. Cheers
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