News Focus
News Focus
icon url

KCCO7913

03/07/26 1:02 PM

#230782 RE: Cohibas #230778

Incredible presentation.

I would say TSMC is the foundry behind the most recent Stage 3 partner. Yves put their foundry on a pedestal. It has to be TSMC with how he talked about it.

Also, did he say they initiated a production order for the first Stage 3 partner targeting 1.6T? A production order is more than just an R&D trial run.
icon url

RubeSilver

03/07/26 2:18 PM

#230789 RE: Cohibas #230778

Thank you Cochise for the report. LWLG sounds like a rocket ready to be launched by Oct. 2026.