I'm going to try really hard not to jump at shadows, and just try to focus on the guidance from the company. Could it be another 1-3 years??? .......sure..... but it doesn't mean that scenario is likely. .....as always people here will put all sorts of scenarios up for discussion before we know the results ... but ... unless it is based on some facts .....it isn't likely to help anyone.
There is a shit load of risk still hovering above us, because as it turns out a 'successful' commercialisation event is only going to happen at 20nm or less.
However, this is where we have to focus on these things:
Ting is confident we can scale down to 20nm.
We have IMEC's full attention now including their 'A' team working on this with Ting and the rest of the team.
They have presented a clear road-map with an expectation of results in 3rd QTR (Does this mean they don't envisage 'major' process issues?)
They have employed someone to help promote our technology and liaise with potential buyers (is this a measure of confidence) or have they jumped the gun again like they did with hiring Ken (the closer).
I'm clearly not a nano-chip engineer, or even an engineer at all...... so I have to almost blindly accept the technical risks. This might be a big ask but perhaps someone here can help us all better assess the risks by outlining some of the possible issues that might be encountered in this scaling down to 20nm. It's a pity the company can't or won't ....... but I guess that would be giving away too much ...... even the secret sauce.
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