Aug. 19 at 10:28 AM
$ENVX
Regarding all this doom and gloom especially on X.
The 100 UPH issue is a manufacturing bottleneck, NOT a battery technology failure.
Enovix’s laser dicing process is too slow and difficult to run consistently, which hurts both throughput and yield. The fix is replacing or supplementing the laser with micro punching/hybrid dicing, which will make the process faster and more consistent.
Since they’ve already been working on this for six quarters, I’d expect meaningful validation within 3–6 months and a much bigger UPH/yield improvement within 6–12 months, assuming no new bottlenecks appear.
