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Re: SupernovaGolem92 post# 218586

Friday, 06/20/2025 10:22:40 AM

Friday, June 20, 2025 10:22:40 AM

Post# of 233465
This should really be a sticky. If you really listen with a critical ear to the ASM (like Proto wants ya to do), you come away with a few things: first, the industry probably really wants lwlg to succeed. They want the data to prove the reliability for at least 5 years. They claim to have had a breakthrough in reliability in the last 2-3 quarter. So everyone that defended Lebby, or touted the commercial-readiness FOR YEARS, when me and several others had questions about our investment before this, is full of IT. They seem to be claiming a "secret sauce" of a layer of protection for the polymer. Or now an extra layer of protection. I'm assuming this is an extra layer of ALD or thicker ALD? The Tier Ones still need to see the data for 5 years. They tout the high temperature reliability, with some numbers. They mention testing photosensitivity, but are pretty vague. Gonna need the photosensitivity reliability numbers. They definitely don't mention yields after all this is done. Doubt investors will ever know the yields. The possible partners know the yields....

P.S. They type of people that are attacking the reporter are the same type of people that attacked Andy B years ago when he said 2026 at the earliest. Well, look at that.
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