4DS 4ds memory limited
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My guess is that they decided they could raise at a higher SP if...

  1. Cuprum29
    2,130 Posts.
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    21/12/24
    12:12
    Post #: 77148191
    My guess is that they decided they could raise at a higher SP if PL6 confirms 20nm
    Maybe even an instos-only CR at a premium.
    Or a partner cash injection in exchange for future royalties.

    The fact that they are spending $1.5m to Infineon tells me PL5 was good and they are very confident of PL6 getting 20nm.
    Bottom line, is PL6 confirms 20nm then it will be a whole different ball game from today.
    Last edited by Cuprum29: 21/12/24
    4DS Price at posting: 5.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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