So, your hypothesis is that we already have a commercial partner, who is known to us only as "Subcon" through the existing job postings at Denselight?

I don’t think FJ is hypothesising about already having a partner with an 8inch fab, although that has to be a possibility. The point is. We will need to find one, but are unlikely to hear about it until the transfer is over and products have been developed. There is surely too much at stake here for them to be detailing this kind of activity? “Ay, there’s the rub”

Sadly we are left in the undesirable position of speculating or hoping it is so. We can either believe it is happening or not.