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So many variables in delivering a quality product. There’s been plenty of asic manufacturers. Only a few package their technology well enough to have repeat buyers.
Operating a business is tough, most fail
Competing on j/t is tough, you need money and timing
Qc on the way out the door is just as important to make sure someone buys your box twice
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Yea, I agree... not easy to pop up with a new product, it's not only the spec, in this environment of "profitability" will be new player but only if we are lucky they will survive.
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Really why is that Nick? Been done before? Or is just because takes long for ecosystem adoption? Or something else?