teddy bear I went back and relistened and it SOUNDED GREAT, perhaps YOU need to go back and relisten!!!! Lebby's been working on these Foundries PDK's for 2 years now, the latest reports from these Foundries that Investors have gotten from Lebby (including pictures) are,
1) the chips are coming back with OUTSTANDING PERFORMANCE
2) the Yields are EXTREMELY HIGH
Absolutely LOVE this Lebby quote, EO POLYMERS CAN BE EASILY HANDLED IN STANDARD SILICON FABS USING STANDARD PDK’s
Also absolutely LOVE this Lebby quote at 11:30 marker he said "our technology fits really uniquely into Silicon Foundries andWE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY, and our technology as you can see from the horizontal bar of this graph, we have a very high figure of merit (FOM) which means we have really great metrics in terms of bringing the voltage down to save power, high bandwidth to send lots of information at higher speeds, and to have the technology at a very small size"
For the record, I talked to Lebby one-on-one at the ASM and he reiterated how sensitive all the data from Foundries work had become for competitive reasons, and for those who saw the ASM encore performance Lebby gave in Europe the day after the ASM, Lebby actually spent more time discussing how important it was now to keep secrecy on the Foundries progress, but he assured everybody things were doing great, and investors should take note of the output of the chips from these Foundries as their direct evidence of this fact, as Lebby told investors the chips are coming back showing great performance and the Yields have been exceedingly high
Don’t put words in anyone’s mouth like you always do. No one has any clue the current number. Could be 7. Could be 9. Could be 1. Actually no it cannot be 1 because the verbiage Lebby used infers multiple.
And they stopped giving guidance on foundry details because as we get closer to “cracking the nut”, the more sensitive the work becomes.