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StevenDice

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StevenDice

Re: MarcoPolo4 post# 201517

Tuesday, 10/01/2024 8:14:23 AM

Tuesday, October 01, 2024 8:14:23 AM

Post# of 231814
I appreciate your thoughtful response.

“. . can help with commercialization especially negotiating for full value of polymers being added at the foundry level. “

It seems (industry outsider) to me that all of the value adds from the foundry would be incorporated into a single price for a polymer modulator with a specific performance characteristic. The ALD process along with all processes incorporated into the PDK would be aggregated into a single price.

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