agree and it places this minnow dead centre of the 'guard rail' chips act legislation
https://www.csis.org/blogs/perspectives-innovation/guardrails-chips-act-funding-restrict-investments-china-may-restrict
won't reflect in the SP yet but its a huge 'on shore' endorsement for these guys and indicates secure future revenue channels if negotiations convert to revenue
https://www.defense.gov/News/News-Stories/Article/Article/3532338/dod-names-8-locations-to-serve-as-new-microelectronics-commons-hubs/
(akin to announcing an 'horizon' revenue agreement )
due recognition by DOD
Ann: Named member of CLAWS Hub in the US Microelectronics Commons, page-9
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