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Sunday, March 08, 2026 7:09:48 AM
1) Foundries - how solid is your belief that Yves named TSMC as one of the previously "unnamed" Foundries just by his over the top rhetoric of one of those unnamed?
Cohibas - This is done with one of the best foundries in the world and Yves emphasized the importance for us to have access now to the best foundry in the world. He also said the competing materialis are even not allowed to enter the foundries!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177371656
KCC - 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.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177371680
2) Is a Production run being done at one of the Foundries already?
Cohibas - One customer is producing transceivers for 1.6 terra bit per second. First devices are expected back from the foundry by end of Q2!!!! Then they coat and protect it in Denver and we have a first product ready for sale. Still happening this year.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177371626
KCC - 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.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177371680
These revelations are AMZING and I would appreciate anyone else witness to this presentation to add what they heard as well to add further clarity!! One thing I can say is that I believe Yves made a mistake when giving the Yearend Shareholder update call by add "at the earliest" to the backend of saying mass commercialization would be in 2027, he could have just as well had said "at the LATEST" imo
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