They use to talk about the golden wafer in the developmental days. I always thought that was their business. Making wafers to be sold to people who already made products that would benefit from their cool temp wafers with better properties. That mustn't have been viable so they went for the value add punt. Maybe it will work out but it won't be for a while and the way this mob burn cash the money won't last long when they tool up to get economies of scale. Haven't seen a timeline yet but might have missed it. The problem doesn't sound like it is insurmountable, but you never know whether they are lying by omission.
BLG Price at posting:
4.3¢ Sentiment: None Disclosure: Held
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