always enjoy your posts @comnicon and thanks for sharing your insights.
It really starts to paint a picture for me what’s happening in the background.
WBT have finalised and optimising SOC for embedded.
Mgmt knows it’s worth and in order for the Tier 1 such as Intel, google, nvidia etc to become customers, WBT says no problem, but first you need to invest in Israel by building labs so as to support their economy.
But you have until 2023 before we are ready to sell our discreet memory module.
If the tier 1 are not established in Israel by then, we have all the tier 2 lining up and let be known, they’ll likely take a large chunk of the market from you.
Brilliant strategy if you have the best in class product about to hit market.
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