It says "material" not anode.
Now they have it, they need to start testing and then qualification.
Testing takes 2 years, qualification is about ramping high volume of an accepted product.
We are in qualification.
Nice marketing, OUR material is Tal Si, customers requested 10x increase in samples last year. And I reckon its in the 4860 for Tesla.
Ann: Exceptional Graphite Results from First 2021 Drilling, page-120
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