My sentiments too. Well summed up HDp.
With the flow of government dollars towards the development of the American semiconductor industry, there would also have been a lot of research and dialogue around how best to spend this 50 billion. Industry leaders would have been consulted and there's no way that such an industry icon, David Perlmutter, would have missed out on contributing to these discussions. Also, WBT's tech would have been on the table a while ago. I find it interesting that WBT used to talk about their connections with those Chinese companies regularly, but we haven't heard any more about these connections for a while. This leads me to think that SkyWater has approached WBT. If this is the case there may well be some deal sweeteners here, because if WBT has been asked to neglect their Chinese connections then they are being asked to forego a lot of potential revenue.
Please excuse my speculation but I find the political ramifications here intriguing.
Good luck all and can't wait till we're open to the market again
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