On the plus side, the addressable market is growing strongly with many target markets undergoing strong growth and new applications being added every month it seems. If BLG starts to come up against capacity constraints at the Silverwater and Freemont fabs, they can always expand further. It would be too much though, to hope for another opportunity such as the Freemont purchase (but if can happen anywhere, it is in Silicon Valley).
If setting up an additional fab is prohibitively expensive to go it alone, there could be other options such as licensing, or a JV. This is several years away at least, so who knows what might happen by then.
BLG Price at posting:
4.3¢ Sentiment: Hold Disclosure: Held
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