Don't you understand? The huge Assam deal puts QMC in a strong positive position to negotiate anything from now on. They can't wait him out because QMC has a large contract for equipment, training, support and licensing coming this year.
Because construction has begun in Assam on the HUGE 120000 sqft R&D, QD Manufacturing, incubators plus QDLED, all the display OEMs know if they don't deal, India will blow them away in a year or two.
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