I believe quite some time ago, majors were given a quick look under the hood. Poet knew/know what they have and were/are very careful not to tip their technology hand. So the majors "know" but "don't know" and remain skeptical.

The research scientist in AM could see/understand what others could not. The CEO in AM convinced a major. The major has requested 40nm. This has been coordinated and now we wait.

Again, the industry is aware but skeptical. When there is any type of NR that the 40nm scale has been achieved this stock is going to explode.

Until then, then we wait.