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Post# of 231449
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Re: tedpeele post# 230928

Wednesday, 03/11/2026 12:44:03 PM

Wednesday, March 11, 2026 12:44:03 PM

Post# of 231449
To point 3, I understand the moat we have vs BTO and TFLN, but what about NLM? Don't they also solve this factory contamination issue? How far along the road to PDKs and reliability testing is NLM compared to Perk?
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