https://www.trendforce.com/news/2024/01/22/news-six-companies-including-byd-and-catl-are-included-in-the-u-s-procurement-ban-list/
SiOxanodematerial can only be produced from 3NSi so when there is a ban on chinese 3NSi we will be able to deliver that with QRR
I HOPE THE QRR WILL BE ABLE BY THEN TO PRODUCE CONTINUOUSLY .
BERNARD,IS THE CONTINUITYPROBLEM OF PRODUCING WITH QRR RESOLVED?
WE ARE IN EXCEPTIONAL TIMES AND MARKETS ALL IN OUR ADVANTAGE BUT WE MUST BE READY TO GRASP THAT MOMENTUM!
BERNARD,LET THE BEAST GO!