Would have required a coalition of winners to committ to multi year contracts for production to warrant the process and capacity investments
The “winners” president isn’t going to suggest that deal now via coalition of customers to pay the PE financiers
Nvidia
Apple
Google
Azure
Meta
Tesla
Broadcom
Qualcomm
That was a deal the board needed to make happen in Q1 25…. I don’t think LBT could do it now…the customers don’t think they need intel to that existential extent.