Adjusting the financial model for 95% of $7.5 billion revenue gives a share price well over $300, it is hard to estimate the costs of such an enormous ramp-up without more information.
Where are they right now?
GlobalFoundries is a vital part of the ARBE sales pitch. One customer received the first significant shipment direct from GF in the last quarter. A second customer will receive a shipment in the current quarter. GF is testing the chips in the fab, but that checking is not yet automated and needs to be before mass production begins. There is also an issue with auto grade approval; however, that is about to be resolved by GF. ARBE expects to go into total mass production in early 2023.
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Adjusting the financial model for 95% of $7.5 billion revenue gives a share price well over $300, it is hard to estimate the costs of such an enormous ramp-up without more information.
Where are they right now?
GlobalFoundries is a vital part of the ARBE sales pitch. One customer received the first significant shipment direct from GF in the last quarter. A second customer will receive a shipment in the current quarter. GF is testing the chips in the fab, but that checking is not yet automated and needs to be before mass production begins. There is also an issue with auto grade approval; however, that is about to be resolved by GF. ARBE expects to go into total mass production in early 2023.