I was too timid on my initial entry in May so I'm trying to play catch up on my share count for the long haul.
I want to believe that we are close to some big news but I have to believe "progressing towards stages 7 & 8" was an intentional and measured statement. Obviously a foundry partnership is great but how long will it take them to build out a PDK and then subsequently create and QA the fabrication lines before they are ready for prime time? Then after all of that happens we will need to wait on adoption. I'm also curious if LWLG would need to subsidize the costs of the PDK and fab build out or if the foundry does it on spec anticipating future order flow.
I suppose looking back at the adoption of silicon from say tubes would be illuminating (no pun intended) for our purposes here. Obviously the timeframes would likely be condensed just because everything moves faster these days.
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