Nope. It's good news for the short term and Stage 3 is where it is at, but I would like to know if this unrelated to Polariton Stage 3 or not. is an attempt to do foundry runs and create a working PIC on a plasmonic modulator with Polariton and Nokia or not. Obviously they won't name names, but we can ask about Yves expected timeframe for Stage 3 from this agreement.
Remember, the company has been using the plasmonics angle to obfuscate the situation for quite some time -- with the first commercial agreement at the 2023 ASM used to avoid reviewing the progress towards goals on the more standard non-plasmonic work for the previous 12 month period. That was blatant and shameful, if you recall.
We've heard that commercialization of plasmonics is years away which - if still true - would mean that stage 3 for plasmonics could take far longer than the typical 12-18 month period, so shareholders need to press Yves to address whether this is plasmonic work or - if he doesn't want to answer that - at least whether he sees any reason to adjust the 12-18 month average estimate for this relationship. He did say early on that those ranges were averages and each specific case can vary. Will Yves be able to say they expect high volume in 2027 or 2028, or not?
IF the expansion of foundries is 'incremental to AMF' it begs the question of whether the foundry in the Polariton relationship has been AMF, which perhaps would answer the question. I need to go back and review..been too long.
For now, it is likely the group here will be able to support a continuing rise in the price through year end at least regardless because this group doesn't ask the nuanced questions. But for me until this issue is addressed, a second move into stage 3 - which would imply at least 1 company that isn't plasmonics is willing to fund advancement.
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