seriously if we cannot believe a 1 ton sample of product how can anyone have confidence in ASM to run a global supply chain. ASM engagements to date have all been with start up operations who have yet to establish production and their schedules are slipping. what global corporations are going to move from China for supply to ASM? All China has to do is advise if you move from us you will loose your allocations of supply so I cannot see Hyundai or KIa or others taking this gamble.
I have been a long term investor and so disappointed in where we are at today. not sure I can see a recovery any time soon.
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