Tradero, these are very insightful reflections. Basically what you said is in simple terms: you only get a slot in foundry production- especially in these chip order backlog times - if you have an important end customer with big enough volume requirements to warrant this slot. This assumption makes a lot of sense to me.
Tradero, I agree and believe Tier 1 customers told their foundry partners to get LWLG added to PDKs. The demand is already huge for LWLG to make the jump straight to large foundries. And like you said, this is the hard part. Once LWLG is in the foundry cycle they are locked in for years to come. Marcelli said something like when it rolls out it is going roll fast.