LJohnyour conflation of the correlation between the revenue generated from essentially what is a POC for BRN and the level and development of the technology between BRN and WBT, which is what you asserted - is factually incorrect and not relevant -
a mistake many make believing there is a correlation and a reflection of monetary worth and technical progress - this is not the case at start up level as im sure you are aware ( or perhaps not - i don't know
) there are many reasons company's enter poc's with start ups and some end well - some don't .....- in fact it may prove to be a major hinderance for BRN
This is exacerbated by no mask / no design flow / no wafer = low priority production order placement - lost time horizon for development and completion = loss of technological first mover advantage - loss of deal making value proposition and very expensive to risk mitigate - if it is possible at that point
Your further assertion that potentially deal flows are coming from many tier 1 company's is another misnomer......The tier 1s' are heading to node supremecy at 7nm to 5nm gate width - that is their revenue production focus atm so to suggest a priority will be to secure procurement of the BRN technology product is again misleading.....there is no tech validation data in place for a deal to be struck upon ......
fact check there again LJ
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deals are not struck with unproven technology - ( those that are are not usually deals but rather capitulations) that will be interesting to watch with BRN and I suspect the share value will fluctuate accordingly until that data is available ....some way off yet however.
TMSC is flat strap with increased production flows from major customers with upline priorities and mask development / wafer reproducibility processes and flows will not be a high priority, as is always the case - design and mask development revolves around this so it further demonstrated your assertion is not correct....plausible ...sure....but not further advanced as you pointed out.
Weebit have not transferred to a fab - your question is more related to your own misunderstanding of the process flow and lack of knowledge in this area - every shareholder and company employee and executive both in WBTs' management team and CEA leti are aware of this - so a redundant question of little or no use in the context of the discussion - interesting throw in on your post though ...which goes more to your intent in posting that remark than anything else .....quite transparent.
It has not been announced as to who the fab partner may or may not be - it has been indicated along the way - of course we all wait for that company making news....quite obviously !
GLA
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