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Sunday, August 03, 2025 11:47:13 AM
read through the transcript, watch the presentation, it seems to me that is mostly all Yves talked about was Tier 1's, large Design Houses, Foundries doing 300mm Wafers, Hyperscalers, but yes, he did also throw in more hungry/nimble VC funded startups as well, so perhaps one of those as well, here's a link to the transcript
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176514930
also if you want to listen to the call yourself here is that link for you
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176514930
also if you want to listen to the call yourself here is that link for you
Bullish
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