Yield

Recently on 104 (jobsite), HIMX posted a job ad aggressively recruiting operator/packaging workers to Fab 2 via both scheduled and walk-in interviews. No experience required, day/night/overtime shift structure, aggressive retention bonus. Suggests CPO efforts moving forward now?👇

$ASTS Verizon CRO sees direct-to-device satellite as a niche add-on, not a switch driver. Sees low demand & no major churn threat from T-Mobile's Starlink beta, despite competitor's customer targeting. Consider's T-mobile pricing a bit rich. ($15/$20) Interestingly highlights from Verizon CRO: > On narrowband D2D with Skylo: "When we surveyed our customers, we see that there is a demand for it, but it's very niche. > On T-mobile's switching offer: Based on customer service D2D is a complementary service, it's an add on, but not a reason to switch providers. Also saw insignificant volumes of customers inquire about satellite via customer service or in stores. > Pricing from T-mobile is considered rich, given low demand of the service ($20 AT&T / Verizon clients, $15 T-mobile clients) > On using $GSAT via Apple: It is emergency alerts, so very rare. It's more a peace of mind feature. > On broadband D2D With $ASTS: Expect a bit more demand, but again niche, significantly smaller then our international roaming. TDLR: Less bullish on the service then AT&T, but important to keep in mind: > Verizon currently has not finalized the DA yet with AST Spacemobile > Verizon has better network coverage then AT&T, but every network has small pockets of connectivity loss, which are fustrating for users. Management is not going to downplay quality of their service publicly. > There is the threat of T-mobile Starlink switching campaign, currently Verizon only has Skylo so there is no point in touting the service, so downplaying is logical. That said I think it's fair to say that expect on this interview Verizon expects like a 5-10% adoption rate. If I use Nomadbets model, that's still a $700 million net revenue contribution for AST.

$HIMX In 2017 the company built Fab 2 specifically for WLO capacity. This was for a 3D sensing partnership with Qualcomm for FaceID for Android phones, but that failed to get traction leaving Fab 2 largely idle with unused capacity. 👇

Feels like we’re still early in the compute cycle. Supply isn’t easy, real-world constraints are everywhere. And every step forward in AI just seems to create more demand for compute.