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kerrisdalecap

06/16/22 1:11 PM

#105433 RE: tradero #105428

Don't worry, we don't think foundries are wasting much time on this. This isn't something they're doing charitably or for free, it's a bunch of pilot runs that Lightwave had to pay for. Anyway, we're not saying it could be managed, we're saying that the best case scenario is for it to be managed, but no one has really figured out how to.

CarlinNM

06/16/22 1:13 PM

#105438 RE: tradero #105428

Great response tradero. Additionally, foundries are up to their necks in back-orders right now. It seems to me that they wouldn't be pursuing new technology if it wasn't worth pursuing. Their main focus right now is primarily to fill the void in the supply chain. I believe the fact they are working with Lightwave on a distraction that takes away from daily biz is compelling.