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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.
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.
Semco’s deal is sealed. The 15 million-unit order from Korea is almost confirmed by Semco. The first order will be followed by a second order, and then the rest.
How much does Semco have on hand in terms of silicon capacitor orders? It should not be difficult to get this figure.
