On the contrary, I'd say that I'm one of the few here who is following China. We hear on and on about how there is no supply for quantum dots, yet Samsung has come up with their own. How many of these Chinese firms coming to market displays will make or find their local supply of dots. The issue isn't whether or not Dow/Nanoco is selling to Samsung or anyone else, on that I honestly could not care less. The issue is how many other companies can make/acquire dots as easily as Samsung can. If pricing pressure exists at this early stage, a lot of those "bigger than Apple" dreams are going to fall by the wayside very quickly.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.