Just my opinion, as I've posted before, picking mid 2025, as the time this thing goes sky high, not on a pump, but as a mainstay of the semiconductor industry.
Multiple fab agreements between now and then will definitely help out the sp along the way.
As for customer agreements, my take is these won't be signed until it's qualified at a fab, but if we are lucky we will get some MoU announcements, and although they are not binding, it will add a boost to the sp.
I'm holding, will collect as much as I can along the way. I'm not a 100 on this but September we should drop out of the 300, shorts will have an exit, and should set up a solid foundation for mid 2025.
Still curious as to progress on discrete? Im guessing they will just manufacture this at GF when its ready, but what is happening?
gltah, it's been a long journey, still a bit to go, but I safe hands me thinks..
Just my opinion, as I've posted before, picking mid 2025, as the...
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