I have no doubt about that .
People have not assigned any real value to the huge importance of the DB Hitek agreement imo and how relevant that is to any other ( majors) fabs , IDM's or customers signing on the dotted line .
It took close to 2 years ( if I'm right? ) to get that agreement signed off , they don't make those decisions lightly and they didn't with us , and for those that think Skywater was an abject failure , keep in mind DBH may not have been convinced without our fully qualified ready for mass production chip that came from the Skywater fab .. that agreement had serious value even if it isn't monetary yet .
The second half of this year is going to be super interesting to watch with this company and I think if that expanded architecture agreement comes to pass , market darling status may come on us quicker than most anticipate .
Yes it's about revenues , yes it's about customers signing on the dotted line .. and those that have been reading these threads through the last twelve months from the naysayers , the smart ones ??? have hammered that home in most people's consciousnesses , but remember the market isn't always rational .
And when that customer or agreement gets signed , I believe that irrationality or FOMO will come to the fore again .
Big time !!
You want to have a place at the table when it comes .
Aimo
Dyor
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