Nice little presentation. So we are basically not anouncing anything really important any more? We went from 4 to 6 committed customers but didnt have a news commenting on that? Doesnt that mean we had 2 more design wins? Or what does commited mean in this context?
Also there was one slide which had the hint we might have Meta or Google or Tencent as a customer once we have our 200G FR4 optical interposer ready. (But i get confused because the roadmap doesnt show any 200g fr4 - only 400g)
I am very curious about the next big updates and analyst reports.
We will have to anounce probably more then 10 new customers in the next year!
Back to excited mode. F$%k the SP