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Post# of 231451
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KCCO7913

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KCCO7913

Re: Cohibas post# 230778

Saturday, 03/07/2026 1:02:45 PM

Saturday, March 07, 2026 1:02:45 PM

Post# of 231451
Incredible presentation.

I would say TSMC is the foundry behind the most recent Stage 3 partner. Yves put their foundry on a pedestal. It has to be TSMC with how he talked about it.

Also, did he say they initiated a production order for the first Stage 3 partner targeting 1.6T? A production order is more than just an R&D trial run.
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