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Re: ktcougar post# 351

Wednesday, 02/14/2024 1:46:03 PM

Wednesday, February 14, 2024 1:46:03 PM

Post# of 397
Mass exodus of traders thinking they would see a pop after CC. A point I liked from CC
Scott Bibaud
"But as people will remember for ST, they did their phase 3 work a long time ago, kind of put it on the shelf. And now they're taking this, and they're doing it for a brand-new process node. So, they do have some work to try to -- I mean, I think they're going to get very good results on their first run, but their goal is to spread MST in a lot of places, so they can get good results across more and more components in their designs."

* My rose colored glasses on, company has been in right place and is now entering right time as shrinking chip = more benefit from MST. STM will be proving TCAD results with actual scale product. A long list of partners will be waiting to see outcome on scale production before taking their projects off the shelf.
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