"Sixth Platform Lot, expected to be manufactured and analysed in 1H 2025."
Not sure where people got Q1 from. It's changed to 1H for awhile now
My understanding is PL6 is progressing but it's not easy. I believe they are close but not quite there. I think the initial timeline of January was just hopium. I believe there have already been trials and errors but can't confirm. 4DS does not have to announce anything until they ship the cells or give up. 20nm would lift a massive amount of risk from this stock.
I believe the top holders are confident Ting and imec will crack the puzzle and know you need to give them the time they need. Given the puzzle analogy if it's a 1,000 piece puzzle I reckon they have placed 800 pieces re PL6
4DS Price at posting:
2.8¢ Sentiment: None Disclosure: Held
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