Not sure what’s funny about that. Coby’s already said that...

  1. 368 Posts.
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    Not sure what’s funny about that. Coby’s already said that working with an IDM like Onsemi means a much more accelerated path. They manufacture their own products, which shortens the time to both production and royalties.
    I’d expect we’ll start seeing royalties from Onsemi in early 2027, which for me, isn’t far off in the scheme of things. There’s no point investing once we’re 3-4 months out from royalties, by then the market will have priced it in and we’ll be well north of current levels.
    Last edited by 70LKC: Yesterday, 19:11
 
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$1.65
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