the ECOC presentation Lebby plainly showed Foundry A, B, C, D, E, (and F, G too for 2023)
Are you contending Foundry A, B, C, D, E are NOT different Foundries?? personally I would strongly disagree!!
At least 4 Foundries have PDK's Operational for LWLG Polymers now!!
From ECOC slide 23
Foundry A (polymer plus) Results 2H22 - 1H23
Foundry B (polymer plus) Results 2H22 - 1H23
Foundry C (polymer plus) Results 2H22 - 1H23
Foundry D (polymer slot) Results 2H22
Foundry E (polymer slot) Results 2H22
From Investor Presentation Dec 7th 2022 slide 27
polymer slot >> North America & Europe >> Polymer PDK Operational in Foundry
polymer plus >> North America & Europe >> Polymer PDK Operational in Foundry
Folks, this means there are at LEAST 4 out of 5 Foundries listed in the ECOC presentation that have Operational Polymer PDK's now!!!
Personally I believe Lebby nailed all 5 out 5 already!!!!
Bullish