Throw my guess in the ring - it's a manufacturing agreement also.
- They wanted to be in production this year as stated at the AGM.
- The recent 4C talks in some length on the importance of transferring to "mass production lines". Was a big focus of that ann.
- In the half-yearly update, they mentioned the tape out of the 2nd gen controller was well advanced. That should be finished now and ready for the fab.
- They can't be going out to customers with a few 'just ok' chips constructed manually; they need to make a few million and get the customer outreach moving.
All a guess - find out soon enough.
Good luck all
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