the fiber layer shows its signal, of course, but our near-term swing sits in mobile RF-SOI - inventories at two-point-five million eight-inch equivalents fell to two-point-three in September, around two million in December, we undership two hundred to three hundred thousand wafers a quarter targeting roughly one million by end of twenty-six, RF growth should resume in twenty-seven but we don't know exactly when, an assumption we share with you, step by step, Smart Cut moat holds with exactly one licensee
← stream@SOI solid