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Re: KCCO7913 post# 199808

Thursday, 09/05/2024 10:08:25 AM

Thursday, September 05, 2024 10:08:25 AM

Post# of 232282
Makes sense. Based on Yu of Global Foundries and other sources, EOP is starting to get mentioned by 3rd parties for research and exploration. People have connected dots, correct me if I am wrong, I have yet to see any evidence that EOP is in anyone's next generation products. Looks like EOP has ways to go for adaption. Claiming EOP ubiquitous is a reach at this point.

Makes me wonder how Lebby made commercialization and contracts predictions many times with tier 1s. Has he vastly misjudged what it takes to get EOP adapted? Hard to image for an industry expert like him. Just trying to put out some optimistic view?

I hope Lebby can get a material licensing contract to salvage his credibility. But I doubt it is a contract that generates any meaningful revenue in the near future. In that sense, it is not that important.
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