What are the wafers? Good question that Dr Lebby could have answered. I don’t give a crap what was said during the lab tour. That’s all hearsay. That’s all nonpublic information.
While the wafers seem like an important and promising next step, why didn’t Dr. Lebby give a comprehensive summary about the wafers during the presentation? How many wafers what kind of yields what were the problems he was saying they are most worried about but didn’t expound on? What stages are they in with providing wafers to others to examine?
If Everything is so dreamy and their technology is clearly the best, then why not open up and tell us more?
The big message of ASM 2024 was this: “
Timelines have shifted
Timelines have shifted
Timelines have shifted
We can’t really tell you when we expect to commercialize this technology anymore, but the industry is paying attention.”
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