I know Newing did some internal rate of return stuff years ago. The goal posts have most definitely moved with the 8" fab and increased yeilds/ production capabilities. Which I assume would have brought down production cost.
Does any one know or can hazard a guess around GM$ per chip?
If EM can package upto 40m that would give us the ability to estimate some sort of revenue/ value once this gets proved up.
I wouldnt imagine 40m would touch the sides for any large application. Iphone sales 2023
>230m units, Samsung > 226m. I would imagine TV with the multiples of chips required would be more.. So where's the first application? Who from a product perspective is bold enough to have a crack with a new technology.
Intrigued to see how this plays out. I agree with the above if we meet spec this is close. EM'S money will appear and a cornerstone holder might come in.
All guess work until this completely unfolds or unravels as some may see it.
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