I guess we have to ask ourselves; ‘how close is LWLG to being incorporated into a reference design or a perfected process in a fab’?
Yu stated that GF is involved with EOP. Yu said ‘mind-blowing speeds are coming with photonics and new materials. Yu said some processes still must be manual.
AMF has publicly stated they are working with LWLG.
Third party validation is slowly appearing.
Toes are on the line of commercialization. I can’t tell you when they will cross. October? November? March of 25’?