Ann: 4DS receives imec wafers, page-107

Indeed

You clearly don't understand what you/they are doing - they had set expectations for analysis to be complete by the end of this month. They have told us today, wafers are in for analysis. If anyone bothered to read announcements, the entire reason they are producing a production process with IMEC is so that they have reliable data on what can be achieved. i.e. More iterations, more platform lots, more non-platform lots - everything becomes part of that data set.

Yes in an ideal world their development work with IMEC ends here, however, even if they make another platform lot, it's not an indication of anything other than the fact they have the money to do it and are gathering more data. I strongly believe they will blindside everyone by producing a 3rd platform lot and sometime during the development of that 3rd lot we will have a TH for an offer.