Agoracom: Small Cap Investment - POET Technologies Inc. - Re: Samsung and GlobalFoundries buddy up for 14nm, while IBM heads for the exit

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Samsung and GlobalFoundries buddy up for 14nm, while IBM heads for the exit

KROM

Apr 25, 2014 07:40PM

Andrea Koch

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Re: Samsung and GlobalFoundries buddy up for 14nm, while IBM heads for the exit

in response to

Samsung and GlobalFoundries buddy up for 14nm, while IBM heads for the exit

KROM

posted on Apr 26, 2014 03:12AM

What struck me in this article is the "time for production ramp-up" diagram showing the implementation time for new designs depending on the structure size. The diagram has no bar for 100 nm, but I would extrapolate to a year or less than a year.

Such a time scale would nicely coincide with POET's first revenue late this year or early 2015, as Peter Copetti predicted in the Midas Letter interview. If I am right, we would see first POET chips in products (or PET chips, to be precise) not later than end of 2015.