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tradero

11/21/25 2:23 AM

#226110 RE: DJknows #226103

Thanks DJ, this presentation is very telling where LWLG stands right now and will stand in the very near future.

BTW, I have edited the slides and highlighted in RED that which relates to LWLG. To see the original ones please use this link: https://investors.gf.com/static-files/382af1f9-1e37-47c3-bf34-742a67cc9b1e

This slide reminds me of a similar one at the ASM 2025. It stresses the need for scale-up & scale-out in a Data Center.


Now, co-packaging seems to be the best way to go… and who can allow co-packaging?


It’s amazing the big number of COs that GF identifies as customers of this technology. I remember YL mentioning: "EVERYBODY wants to talk to us", no wonder why


Interesting quotes


And the final one