I think you should review the roadmap again. Commercialization and volume are scheduled for 2024. Details of the agreements can perfectly be under NDA but closed behind the scenes.
You're once again deviating from the topic and sharing your source, it increasingly seems like a real fabrication to cast the management in a negative light. Share your source in the report so the forum can judge whether to take it seriously. But unfortunately, you can't, purely a fabrication!
1) all those 10k quotes were something along the lines of ‘blah blah blah with the goal of commercializing blah’. Boilerplate language.
2) Why no foundry deal by May 2022? ALD issue is my educated guess. Why no foundry deal by May 2023? I’m guessing they could have had that signed/announced if they wanted to throw us something ‘fake’. My theory today is they won’t announce the foundry deal until the 4x200G PIC chip is ready.
3) I wouldn’t be shocked if when the foundry deal comes a name is not attached. That does NOT diminish the significance. Highly competitive industry and lips must be sealed. If they give us a name, awesome.
4) As far as I’m concerned, in 2022 Lebby did a good job owning up to the ‘missed goals’ and did not misrepresent anything.
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