I'm always a little skeptical of seeking alpha article by <name> covering a report by company owned/run by <name>. There's no information whatsoever about how t

I'm always a little skeptical of seeking alpha article by <name> covering a report by company owned/run by <name>. There's no information whatsoever about how these estimates were generated. I'm sure you could back them out with decent accuracy from earnings statements, but the industry is notoriously secretive. I don't think there's any way he can even fathom a guess at what the price will be for N2. It's also worth mentioning that none of the big players will be paying sticker price. They negotiate contracts that pay per KGD (known good die) since the process yields are abysmal for the first year or two.