Getting a notice that the wafers have been received would be...

Getting a notice that the wafers have been received would be nice but more important is a follow up once the initial testing has been done.

The full characterisation will take months but they can plug it in, see if it goes, and whether the etch/current issue has been resolved. That was the big letdown from last platform which sees us trading where we are.

If that announcement lands we should see confidence creeping back in. So I have my fingers crossed for an announcement that the mask etch issue has been resolved in 2-3 weeks after receiving the wafers then it'll be months for full characterisation. It'll be an anxious few months even if all goes accordingly.

I know there will be further platform lots planned regardless of the success or failure of the current lot, but my journey with 4DS will be at a crossroad with this one. If it's a compete failure I got to pack my bags but if they give me something, not even a home run, then I'll stay on. They don't call this bleeding edge tech for nothing, sometimes it hurts