I think if you watch the whole thing and step back and consider all the previous announcements of timelines its a real battle to sign up customers.
I think it was mentioned its now “expected” within the next 6 months a signing. So in reality, it would be lucky to occur this year at all. This is just going of previous expected target timing delays.
I thought there was a concern about the question of chiplets?
Does anyone know if this technology is an emerging competitor or how it fits in?
I think if you watch the whole thing and step back and consider...
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