If WBT acquired an appropriate redundant FAB for peanuts and retooled it, that could provide an excellent demonstration of low barriers for adoption and subsequent high ROI.
In the case that industry was resisting adoption, such a move could make sense. It is, however, quite a departure from the current business model.
Most likely, a WBT managed Fab would delivered under a subsiduary, or entirely seperate entity, requiring huge additional equity and debt financed to the max.
WBT currently operates as a capital light structure, utilising expertise from organisations like Leti, and leasing it's IP to capital heavy Fabs. It's a model that will maximise returns for WBT on capital employed.
As such, it's perfectly credible that WBT will become a multi-billion MC enterprise with minimum CR's and debt burden. The capital light, industry-collaborative, model is why we ultimately have the potential to massively multi-bag, and our technology dominate imdustry sectors, on a "shoestring" investment.
Exactly why shares acquired at 20c back in March could quite credibly be priced at $20 upwards, anytime in the next couple of years. Capital light!
Intel (for example) already have invested massive capex in Fabs, all sunk cost, so we simply don't need to duplicate those costs.
Isn't it great that we can save Intel's sorry, mega-billion-dollar, @rse, and be rewarded accordingly, all on a shoestring?
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