Since we are only 2 weeks till 2025, I feel even 2028 or 2029 is too optimistic for SiPh. But it does show we have enough materials for another 10 - 20x increa

Since we are only 2 weeks till 2025, I feel even 2028 or 2029 is too optimistic for SiPh. But it does show we have enough materials for another 10 - 20x increase in AI / GPU Compute in the next 5 - 10 years.