I'd like to hear more about why Global Foundries are taking so long to deliver a wafer after tape out. Any delays or issues could well give other foundries and IDM's reason to pause. No competitive pressure, and still a risk involved with being an early adopter.
As an aside ,I thought Coby looked tired and lacked his usual pep and bounce, but accept that may be early morning after just getting off plane. Fortunately he was unequivocal about customers and revenue this year.
WBT Price at posting:
$3.44 Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)