WRONG!!! 5th time today!!! teddy bear the GREAT DECEIVER is trying to get investors to believe that Lebby did NOT follow through on his planned Foundries for 2023
TOTAL BULLSHIT
As I said before, from discussions I had with Lebby it sounded more like the number of Foundries would INCREASE rather than DECREASE because there are 30 out there hungry for the technology in their PDK's!!!!!
KCC is correct, I listened to this presentation as well!! again, it's about the sensitivity of the competition in Foundries activities, not about competition of the technologies being implemented in the PDK's at the various Foundries (and there are MANY!!)
KCC said, Now - I've mentioned this before, but the Belgian encore presentation was a bit more polished with this answer and here is Lebby's response about not sharing foundry details.
Lebby said, "I'm still very nervous about telling the competition, whether they’re semiconductor based or barium titanate or thin film lithium-based, who we're working with. And because I don't want to give them the idea - just because we've chosen a particular foundry - that they can go to the same one too. If they see that we work really well with Foundry X or Foundry Y then they may do that. And a lot of these companies are trying to figure out…you know there's 30 foundries…and all these foundries want to get into photonics because they see this as future business opportunity to run more wafers and so when we evaluate these foundries and we do our own benchmarking, I don't really want to tell everybody what we've decided. At least not right now. That doesn't mean we won't down the road when we feel it is more comfortable. We'll be talking about a lot more details about who we're working with, even to some extent the end users if it makes a lot of sense, but right now we're in this position that we just started our business and the last thing I want to do is enable the competition to catch up."
Bullish
News 
Market Data 
Discover 
