Lebby at about 9 mins said, This is our Customer Engagement Process, and our Polymer business is CLEARLY being Commercialized, and we want it Commercialized for Mass Manufacturing and so we're focusing on establishing deeper Commercial Agreements with our enabling technology Platform
Business Update ASM 2021, LINK>>>
and remember you don't have to understand everything Lebby is telling you about the science, just try to understand the potential of the Business he is telling you
Global Foundries talked publicly with LWLG's CEO about PDKs in this video:
This VP from Global Foundries has his Ph.D. from Cornell in Materials Science. The plan is all coming into focus.
The video is from April 12, 2021 at the Angeltech III Online Summit. In hindsight, they were already setting up for a collaboration. It is clear they are our foundry partner. I imagine GF is the partner Lebby referred to when talking about putting out a co-authored press release announcement. I can't wait until they make it official.