Replies to post #166037 on Liquidmetal Technologies Inc (LQMT)

[handsomehank]

Could be LQMT LF for midsize medical etc. maybe a year or so away but could probably handle smaller contracts until then. TWT & GLTALongs

[joshuaeyu]

Scaled up LF can probably handle 30 machines and $30 million annual revenue.

Note neither Eon/YiHao itself is big enough CM for CE Whale.

CM for CE Whales might be in India.

Note Eon stated Huawei is Tier 2 customer.




As far as the future goes, until Truce dust settled in a peaceful manner, one should not expect CM for CE to exist in US any time soon.

Two things need to happen for CM in US.

1. Robotic
2. 5G

Both of those technology fields are dominated by Europe and China.

For $/sq ft, CM in US can only be built in rural area such as Wisconsin. Unlike urban area, rural area does not have fiber hence it must rely on 5G infrastructure.

https://www.axios.com/5g-digital-divide-19b70d34-4978-44df-a1cb-ae9222d113ef.html

Huawei 5G equipment is 4x cheaper and 5x faster than its nearest competition (Ericsson. Nokia).

https://www.fiercewireless.com/wireless/kansas-wireless-carrier-a-ban-huawei-could-put-us-out-business

Huawei, unlike ZTE will not go out of business due to lack of US supply chain. Huawei major supplier name is Qualcomm and Qualwei relationship has been well known.

Since US plans to shut out Huawei, it means Foxconn (or US based Flextronics) will not build in US. They likely will be built in southeast Asia or Africa where 5G infrastructure will be laid down for free by China.