I'm in two minds about when we will see customer announcements, i feel like there is a chance of them coming on board when the LETI chips are fully qualified which should be this year and we should receive Skywater chips/wafers this year to start qualification and if not signing up on the LETI qual they will certainly by mid year with Skywater qualification.
For fabs i am highly confident with the dots we have all connected that when we scale to 22nm we will be signing with Global and after Skywater other fabs will be on board.
Take my crystal ball for all the salt in the sea but i'm chilling until then.
I'm in two minds about when we will see customer announcements,...
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