have to admit I am in now three minds.
100% Merlin has dug up some old gold. I strongly recall ch being so enthusiastic about the connections Yoav brought to the table. Then add Dadi, So that makes me think intel.
But, global have strong ties with Leti and specialise in 22nm fdsoi so that makes me think GF as front runner. Make no mistake, it was the Leti / skyt connection that delivered that partnership.
Mind you, samsung also strong in fdsoi and bring in the market recognition that has been reputed then they are also in the mix.
FWIW , in priority order I believe
1. GF
2. intel
3. samsung
each of which is magnanimous and shall warrant a huge leap forward in customers. revenue and SP
have to admit I am in now three minds.100% Merlin has dug up...
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