Poling is not an issue at the smaller wafer size of 100 mm or less. Can you ask The Heminator about 300 mm and beyond like GFS uses? There is nothing in the patent about wafer size.
The patents are worthless as a moat. There are plenty and patent pending technologies in the wild generating revenue. This is a red herring and just another excuse to extend the timeline while insiders cash a paycheck and award unwarranted bonuses. All a company has to do is prove they were doing something prior to another company in court if it comes to that. Which should be easy enough to do if they have any records kept during development.
Also no one else is developing polymer tech like this except NLM. The industry just doesn’t care. China is probably the only ones to worry about if they can even make it work. Good luck getting IP back from China. They will build a bridge over your moat.
Sounds like the goal posts are in the process of moving once again but what’s new.
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