Great post BG. More impressive is wbt has solved the conundum related to clients and manufacturers....
A client come to wbt, 'we love your technology, but who can make it for us.....'
Reciprocally a fab says 'we can make this for you but where is the demand (customers)...'
They have solved both with the deal at Skywater, and importantly dodged the geopolitical tapestry out in the market. I'm sure whether they are European / Asian / Other customers, they would be happy to manufacture out of Skywater.....
I'd welcome more deals with clients, but I can see these being finalised btw May-June 22 as wbt/sky validate the technology transfer to faciliate the manufacturing process moving forward.
Remember, once you achieve technology transfer at one fab, it becomes easier to replicate this at other fabs / foundrys.
This is a long term hold for me, and I get frustrated with the uneducated callin short term SP and making unsustantiated comments.
Exuberant people here focus on SP, but they should look the fundamental paradigm that a fab will be ready to manufacture by late 22.
Love ya posts BG, keep them up.
Party on....
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