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Ann: EGM Presentation by Yuval Cohen CTO, page-61

  1. damirski
    472 Posts.
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    28/12/18
    17:22
    Post #: 36975600
    Over the last few years there have been numerous reports about a general shortage of semiconductor fabrication capacity e.g.


    https://semiengineering.com/200mm-fab-crunch/


    If they can get this thing to work then making them in volume will be the next challenge but at least the margins will be fat if demand outstrips supply.  

    AKP Price at posting: $21.45 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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