WBT competitors, page-93

it sure will - need these customer agreements to start rolling in - that will light a fire

mature nodes ( trailing edge chips) hold 50% of market revenue in chips (28/22 considered the inflection point from mature node to leading edge though TSMC also now consider 16nm mature node) 28 is the most advanced node still using a planar gate - 22 requires multi patterning and potentially euv so margin diminishes significantly as complexity increases in the node shrink (along with cost) - not with weebit though - huge moat right there going forward

ie node breakdown:
3nm = 2 or 3 customers
7nm = 5 to 10 customers
28/22nm= dozens of customers

the rest of the trailing edge breaks out all the way to 450nm and there is increasing demand across that market as supply is getting tight
Automotive are the biggest consumers of trailing edge chips holding 40% of market demand - more GF's and DBHs' will onboard for sure

- great read here
https://semiengineering.com/legacy-process-nodes-going-strong/

weebit needs that early adopter 'device' customer - that will push the sp north imo as it signals to the market end users are in view ie a timeline can be attributed to volume production windows.

just my opinion of course