Weebit - 2024 and beyond, page-1768

BRN went the IDM route / business model = should have taken the fabless/pureplay route
IDM business model not suited or sustainable to the AI era - believe this is what we'll see in the next 5 to 10 yrs / fabless are making more money than IDM now so what does that tell you
eg Intel splitting into fabless and foundry / Samsung also
20/20 hindsight is a wonderful thing
'market' has no idea about this - it just wants revenue

absolutely some timelines have missed the mark , its a start up in a highly competitive sector where breakthrough/breakout is extremely hard to achieve as we are seeing - first deal I expected to happen was the 'Sien foundry signing' ....and xtx were well in the picture doing test work - a lot of holders here would not even know what that was so yeah you cannot be surprised whne that happens as its part of the deal when you accept the risk and invest

its fairly obvious negotiations are well advanced for the 'early adopter' customer and that will have the inevitable flow on follow through effect as more sign ons occur

@Suse123 @copperhead
agree - great to hear and fully understand the complete backstory from the point CH joined the company all the way to the current progress going on in the bunker.....resilience by definition imo

glah