Why would it have an effect on Nanoco if they never had a deal in the first place. No deal was cancelled, it was thought a year ago that Dow would get Samsung when the Korean plant was announced but no deal was ever struck. If anything, this report is a red flag. If pricing pressure is already a part of the dot landscape, perhaps supply is not the issue we all thought it was. If this Korean firm can make them, how many others can or will.
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