You’re wrong about both WBT and BRN because both are past the prototype stage. WBT has fully qualified its technology and SkyWater is about to do the same and start selling it to their customers. BRN has fully qualified AKD1000 and has already sold two IP licences to Renesas and MegaChips.
It’s still early days for both stories but the risk is greatly reduced as they both have marketable products that are proven to do what they say on the box.
Running discussion on SP, page-954
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