The problem is that the notion that LQMT Lakeforest was being used for proof of concept/verification is speculative. One can assume that if they were doing it for that purpose but are no longer doing so, then they were successful in the proof of concept/verification. But, where is the evidence? Where is the press release announcing a contract? Where is the revenue? What makes the assertion a fact and not speculation?
The problem here is that the MIM crap installed including sintering ovens which never were plugged in was totally unnedessary for any proof of concept for Apple.
Hell, Apple can prove their own proof of concept in their own laboratory.
And the lay out for that factory was totally unprofessional.