I would say it's up to what the vendor wants. If the vendor is going to invest in any kind of technology shift (qdot tvs), then they are going to want to secure the raw material. If I were Samsung, I would only cut a deal with QMC if I could have a reactor in house. And if you have one machine earning royalities you could go out and get 5 more for solar. Got make some coin from the low hanging fruit.
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