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frobinso

01/09/24 12:18 PM

#174803 RE: microchips #174793

Yes, and that is why the timing and the customer pull is key. It gives us a strong chance of adoption. It also spells opportunity for startups. With customer pull, and economic necessity to lower power and increase bandwidth you will see customers trying out new technology with companies like Polariton & Silorix. If larger foundries do not jump on board you will see smaller foundries companies grow into larger ones.

One way or another, the adoption will come if there is customer pull from the Hyperscaler's. They have enough clout to get the cream to the top if that is truly what Perkinamine offers. When I see that visual chart where EO Polomer's literally are superior on evey point in the cart, it leads me to believe that good things are coming.

I just nibbled to add some more shares.