I just rewatch the video again and thought about the comments on the recent slides by Michael Lebby. That foundry feedback is getting more grounded by the minute, imo. If you are not buying shares this week, you will never buy.
Sample market reactions
Our interactions are on implementing modulators into silicon photonics...
“This is a simply process addition to a standard silicon photonics platform.”
“Let’s make sure we can utilize our PDK’s to accelerate your designs for Polymer Plus™
“What temperatures are needed to add to my silicon photonicsplatform in the fab?”
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