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The JDA with SEMCO has finally been formally concluded. After years of hard work and perseverance, all the efforts and sacrifices have finally paid off! It will be interesting to see how much of the ATE order comes from the JDA two years from now.
Yes under the MOU alone there are multiple orders for what is believed to be SEMCO ha ha ha ha ha...now JDA
That's why you want to be a partner in the development roadmap of a next-generation technology like silicon capacitors for AI (like tsmc's ecosystem partners who work hand in hand and jointly develop the tech) instead of just another OEM supplier
Long-term growth potential to be witnessed in coming two years The relationship with SEMCO become an important growth driver if the jointly developed systems are adopted at scale, repeat orders grow, and Aemulus retains attractive margins and commercial rights.
Yes Wengke Lee only investors understand what the JDA means from a structural and fundamental perspective.
Uncle look forward to 2027 and the year Ng Sang Beng and A.I.mulus claim it's rightful place (SEMCO commissioned ATE's for their next-generation AI silicon capacitors from A.I.mulus not even Teradyne and Advantest - SiCaps will increasingly replace ceramic capacitors in AI workloads due to its unique features and advantages)
