That was a great presentation, probably the most optimistic I've seen Coby when pressed on commercial agreements.
He let slip about a tier 1 doing the qualification for the lower geometries. That was a key moment to gain insight into who the fab might be. I've got my suspicions based on that.
Those that are concerned over dates for milestones, I think you need to get clear on the terms the company used to determine the different stages of development. Getting the chips back from Skywater has always been Year End 2022, qualification in 2023.
That was a great presentation, probably the most optimistic...
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