What Coby's said in the past has always come to fruition. We're coming up to 6 months since the SkyWater deal was signed and WBT's been holding discussions with other fabs since even before that first signing. Coby's also said that given it takes a year or so for the transfer and qualification process to be completed ... other fabs will be left behind if they wait for SkyWater to complete its transfer and qualification process. I'd suggest we are indeed very close to signing a second fab .. especially as the transfer to SkyWater is reportedly proceeding well. I am holding my breath.
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