Jan. 23 at 6:26 PM
In the Q3 2025 earnings call, Brian said THIS:
<<However, a contract valued at nearly
$3,000,000 for a commercial application targeting an advanced fabrication node has been forecasted by the customer to be awarded late in the quarter.
If this contract is awarded on or very near the date forecasted, we will be able to recognize a large portion of that revenue in Q4, and with that, realize our
$6,000,000 objective.
...
Due to this, Elias will present an unusually wide guidance range. >>
The ONLY advanced process node
$QUIK has is at 18A.
Last night, Intel said THIS:
><<Where possible, we're prioritizing our internal wafer supply to data center >>
<<Rising component pricing is a dynamic we continue to watch closely, especially relative to the client market, and COULD LIMIT OUR REVENUE OPPORTUNITY THIS YEAR. >>
They also reported 18A yield issues.
That may be why QUIK's big contract was not received or pushed out - (there would have been a PR for anything over
$1M).
