remember people saying that once we get a real name of substance this could fly? GFS didn't quite do it because people were still thinking AMF acquisition.
But Tower - with direct connections to Nvidia, and the tape-outs with PDK indicate this has gone beyond proto-type runs and is ready for testing for customers -- that's a shift to something the market can sink its teeth into.
It's not just the name - it's what came with the name that is making this move.
Plus the incredible quote from Yves that the foundries don't let in the other materials -- that suggests a major competitive advantage here -- even though it is kind of biz-talk because the perk really doesn't get into the foundries either! BUT, the slots in the modulators is what he means -- that's LOW RISK to the foundries, whereas the thin lithium niobate requires quite a bit more risk to them.
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