4DS - Anything but Charting, page-21232

HI @Khoutam - in terms of timing is the Chairman's interview from 15 November what you are basing your timelines on? I am trying to remember if this was updated at AGM.

Wilbert: We’ve identified the design issues and we’ve identified unit process challenges that need to be addressed. So the process has started at the new design, the new mask is being designed. That’s a fairly long process and we have started a short loop where we’re building a way for…with just a memory stack so we can optimize the edge process that was part of the root cause of the failure of the platform lot, I think, we called it the second platform lot results we announced in August

.So, instead of starting the actual device lots that contains the megabit memory array, which was in August announced to be occurring in the September, October time frame, this will now start sometime in Q1 of next year after we have the results of the short loop. The short loop will be processed early in Q1. Exact timings are not being communicated because what probably will happen in real life, the lot will be started before we have the results on the short loop the device lot will be started. It would then be put on hold for a period of time to digest the results of the short loop, and then it will be continued processing.

And that’s why we announced there’s a three-month delay. In August timeframe, we were expecting the device lot, the platform lot to come out in April and at this point, our best estimate is that the device lots come out in July hence the three months delay.