I agree, definitely the Skywater qualification, that's now pretty much a given. As for global foundries, it may depend on WHO we sign with rather than if or when which may influence SP.
If it's not BIG news I'm concerned the SP will take a hit. I'm not convinced this talk of $10 in June is realistic tbh, but absolutely more than happy to be proven wrong or too conservative. I won't be selling unless we see a tumble on news that's not up to market expectations (which may be unrealistically high).
Running discussion on SP, page-4058
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