@HAC30 @binwood We are getting confused I think , or just me Lol...

@HAC30 @binwood We are getting confused I think , or just me Lol !

@binwoods Quote: IMO it is because the value is in the feedstock and not the end product as some have been saying on here for ages.


I do not recall anyone ever saying that (the end product as some have been saying on here for ages)

Value 100% comes from the feedstock , who would argue against that point . In WFE's case there feedstock ( for now ) will be 3rd party Ore yes ! But this end product argument being the real value I have not seen here before !