You have $10m in Korea for EOP and $100s of millions by multiple large players going into TFLN.
TFLN is further along already...don't you think having 10x the funding will probably put them even further along?
It may be that the inherent characteristics of perkanimine are so superior that TFLN can't really compare - but the industry won't care as long as TFLN gets to be 'good enough' way sooner than Perk becomes 'good enough'.
..The fact is that no matter how loudly Proto shouts against TFLN - the industry is stepping in it, and we still don't have an industry partner pushing for faster development with Perkanimine. It's really a shame if perk is that much better....why in the world hasn't Lightwave hired 10 of the best experts in the world to push things along faster? Why in the world did they wait a full 8 months before expanding into the warehouse when surely they could have bought out the lease?