The new deck is FANTASTIC! Finally, the company dumbed it down and used really simple illustrations, language and charts to explain WHY everyone will need their interposer. (175 million bucks in one data centre retrofit alone for the long connects).
At 46,000 wafers per month can our new partner even fulfill the needs of one mega data centre? We can dream that the next news could include the names Amazon or Google.
Suresh said it took "months" for this to conclude, but the financing was relatively quick and filled almost immediately, which means the equipment must be on order. The pace is picking up.