@goarmy, unable to reply to your post.I agree TSMC masks should...

@goarmy, unable to reply to your post.

I agree TSMC masks should be coming very soon, but I was more thinking that whatever it is would have to have some impact on the 4C. But I can't help wondering if there's a reason they released the 4C early and specifically showed revenue up until today (27th). Why would they release it early when they could have waited a few more days in line with other months. Either:
1) they don't expect any more cash inflows till the end of the month, so they're releasing it now. In line with this, they think this is a great achievement and are keen to let investors know early
2) there's something big coming which they didn't want to disclose inside this months 4C. For example, another upfront license fee. Instead of having to disclose this, it will then get mixed up in the next 4C where it is harder to identify, due to more fees coming in.

However, the flip side to option 2 is by releasing it without another IP deal or other cashflow the shareholders can get a sense that many EAP customers have signed up.

While it could just be a case of option 1, I cant help but think something else is just about to happen. Partly just because of the Lidar agreements being signed between other potential customers within the last week or so.

I just realised there's also an option 3, which is the TSMC masks could make a big dent in the 4C and make it look less favourable to the shareholders.

Will have to wait and see. May be reading into it too much but it feels like may be an announcement pending.

Pure speculation, DYOR