Spekkie hit it out of the park with this. "He Lebby just finished. Important takeaway: we are working with multiple tier ones, tripled since a few weeks after OFC . Wow, we are golden. He showed a slide of the “ eyes” will be on the website as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!"
I'm going to wander in thought on multiple foundries working the Perk. We know that some Tier Ones directed their current suppliers to work with their foundries on PDK's. That process took a couple years. If the Tier Ones (T1's) paid and worked with a foundry that process is theirs and theirs only, it is IP. Another T1 can not use that process for free. Now, if interest tripled (knowledge gained from OFC) that tells me that perhaps the T1's did not know that atleast 1 foundry solved the process. I would even venture to say that if a foundry is working for 2 T1s that process can not be shared across the foundry. One other thought that I had is,,, what is a T1 to think of their foundry that wasn't flexible enough to solve it, and Lebby throws up data and a picture from Foundry X that solved it. I'd love to be a fly on the wall for that conversation. Now, no doubt some foundrys pursued this on their own dime (or were paid by Lightwave) they will be able to do runs for anyone with a few bucks. Oh and the T1s that didn't want to give polymers a shot answering to their management. Imagine that at a BOD level.
Posts are difficult to communicate thoughts but that's how I see this. This is so cool to watch play out, changing an entire industry that refused to adopt so Lebby locked it down with patents.
What is a Trillion Dollar T1 Board of Directors to do? Put yourself in their shoes. Technology that triples the speed, cuts power and opens up valuable space on one side and a boatload of cash in the bank. I think I know.
X, I better hit the button before I loose this, bike ride n brunch, got to go. No time to proof
Thanks Spekkie, triple T1 interest.
Bullish
News 
Market Data 
Discover 
AI
