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Ann: Continued Suspension from Quotation, page-367

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BobLoblaw

3,488 Posts.

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06/07/24

18:05

Post #: 74638531
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Originally posted by brick6: ↑

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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"So where's the first application?" - EVs cos low weight and power consumption.

AKP Price at posting: $6.20 Sentiment: None Disclosure: Not Held
2 Upvote

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