Player agree WBT has to tread carefully with China as the regime itself controls overall strategy, not just the individual companies we are dealing with
My view is that WBT will most likely put together it's initial commercial agreement with the Tier 2 South Korean partner it has been setting up the memory module for(completion expected by mid 2021)
This has been some 18months in the making(in conjunction with Leti) with no doubt considerable time and money put into it
Remember WBT have many times stated that the first memory module is key, as it is then relatively easy to modify this for other clients going forward
Not only is the timing right, it removes that initial risk of dealing with China until there is recognition of the tech elsewhere.
This will also put WBT further on the radar of major tech companies around the globe
The initial money may be small, but the visibility profile of WBT will be enhanced enormously
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