TradeN4Cash
Oct 10, 4:14 PM
$ENVX Michael Vyvoda said on the 8/17/2026 conference call, paraphrasing, not quoting, that he had visited the fabs in both Korea and Malaysia. I don’t remember exactly what he said about Malaysia’s fab, but I specifically remember him mentioning Korea’s and how impressed he was.
My question is what exactly did passing FAT/SAT establish for Malaysia? Did the acceptance criteria cover individual equipment performance, or did they also include sustained, integrated production at specified throughput, yield, and quality levels?
I’m not saying his praise for Korea implies anything negative about Malaysia. I’m trying to understand what was actually tested and signed off on in Malaysia, and how that compares with what’s needed for production readiness. Does anyone have a company statement, transcript reference, or other source that clarifies this?
0 replies