Slide 25 of China deck..

one phrase

 We are uniquely positioned to leverage nearly 30 years of FPGA technology and product investment into our new licensing model 

Commentary;  The extra time reading in depth was so useful.  22FDX as a model is so good.  Well thought out, yrs in the making, a very, very good fit for IoT use.  Billions plunked down on the table  for Dresden.  Recent dots of players signing on and that 22 is gaining strength.

Add in that snip from the QUIK job of Jan.....

ArcticPro eFPGA is being licensed by several Tier-1 customers for integration into their SoCs.

+

S Johnsons work on adjacent possible...... a few snips of text

For me, the most important message in Steven’s article is the notion of the “adjacent possible.” I can’t describe it more eloquently than Steven, so I’ll just let him:

The adjacent possible is a kind of shadow future, hovering on the edges of the present state of things, a map of all the ways in which the present can reinvent itself.

As Steven notes, the adjacent possible “captures both the limits and the creative potential of change and innovation.”

It’s the ever-present set of opportunities at the boundaries of our reach. And:

The strange and beautiful truth about the adjacent possible is that its boundaries grow as you explore them. Each new combination opens up the possibility of other new combinations.

Great leaps beyond the adjacent possible are rare and doomed to be short-term failures. The environment is simply not ready for them yet.

What have I learned that has affected my own subjective probabilities?

I understand now why Dr Saxe said that- 22 being a very good node.

That there is real reason for the boldface type  on slide 25.

This IP initiative is fantastic as the limits placed on this small company are gone.

What does this have to do with QUIK? is gone as a question.

So the adjacent possible for QUIK has grown an order of magnitude or more...its what ALL the Tier 1 SOC/ASIC makers

have for their adjacent possibles.  The value of such IP has also gone up a multiple of the current market cap is what the Adjacent possible has to say.

I can feel that the scale of this is more than I had considered 6 mo ago.

Always keep something to look forward to...and now

I can't wait to read a  Soc name.