they need to sign on an IDM first, qualify with them and then start the product piece. Correct me if I am wrong, but an IDM is like a foundry and product customer all in one place. So benefit is that the transition from qualification and product contract will be very quick compared to getting a foundry on board like Skywater or DB, qualifying with them (DB still not there yet, 12-18 more months) and then go out and sign on product customers, which is taking a lot longer than anticipated.
first one is always going to be hardest, and Coby has confirmed they have lost a couple already they though would be signed by now. One due to missing Skywarer IP and another just had cold feet. Those are the ones we know about, seems more have had cold feet or need further verification before signing on.
so I think we will get another Tier 1 or IdM signed on before a customer… hopefully this side of Christmas!
they need to sign on an IDM first, qualify with them and then...
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