agree ...customer announcements will tie to the skywater qualification as well...
not sure many realise how hard CH must be working to get that first 'launch customer' on board
attending conferences and trade shows in 'missionary mode' pin holing potential customers and company VPs' trying to convince them of the product you have can be a game changer for their business with neutral additional capital expenditure to adopt and increased bottom line revenue over time ...the first question would be how many chips per die do you have?
zero ....but were working on qualifying first tape out from skywater early 2023...
node?
130nm ....but we have demo chip qualified out of LETI in the fully operational sub system ready for you to demo...
we have scaled to 28nm and are currently busy getting it on at 22nm
Wbt can offer the working sub system for technical analysis and performance metrics but its still limited to convert a launch customer....
its good ....but doesn't quite get there ....that's why 'missionary mode' and 'spruiking' is so difficult a time
that's again why skywater qualification is so important and will get VPs' ringing wbt....the tables will turn significantly...
again CH makes this point deliberately to temper expectations and delivery time line / announcements....very wise imo
this is not negativity it is simply the market reality....
that's not underestimating CHs' / DPs' experience or pull to achieve launch customer conversion....CH was hired for that very job....he's one of the best going around and that alone opens a lot of doors - as does the executive bod....
.....still very difficult without a qualified range of die / wafers in the sales sample case and
'on market'
2023 will be a good year imo
anything before that will be a welcome bonus ......@Merlin88 makes a great observation .....any fund worth its salt will also be looking right now at return potential across markets so another Meitav Das may also be closer than we know ....
we wait ...and as you say ....what else do they have cooking ?
Running discussion on SP, page-69
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