The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst
: Kind of want to follow up on one of the prior questions about adding additional lines. Lines two through four, I guess, or even just adding to the
first line. I guess the question is, are you going to be waiting for line 1 to be successful before you actually place orders? Or I mean, I assume there's
pretty long lead times. So why would you actually have to place orders for the subsequent lines, let's say, two through four in order for them to be
installed next year?
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NOVEMBER 07, 2023 / 10:00PM, ENVX.OQ - Q3 2023 Enovix Corp Earnings Call
Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst
: And actually a follow-up on that. So is $50 million sort of the right way to think about a full line? Or is there opportunities to go lower from there?
That's a follow-up to that last question, but I actually have a separate question related to EVs. You've been kind of talking about EVs for a while, at
least in the context of fast charging and some of the other attributes. I believe at least in the past, the team has at least had an idea to maybe have
at least one JDA by the end of this year. Now remind me if it was the prior management team. Just trying to get a sense for what is the optimal way
you can work with OEMs? How many OEMs are you in discussions with? And when would you really want to, I guess, take this to another level with
a partner?
Question: George Gianarikas - Canaccord Genuity Corp., Research Division - Analyst
: Just very quickly, I watched the video with Ajay. And I'm curious, looked very automated, high parallelism. So when I'm assuming that you weren't
operating at the full tilt in terms of UPH. So when that happens, what's your confidence level that you can continue with that level of automation
with all the metrology happening? What's the risk that those things start to break down as you speed up the process?
Question: George Gianarikas - Canaccord Genuity Corp., Research Division - Analyst
: And maybe as a follow-up question, there have recently been discussions from China around export restrictions around graphite. I'm curious what
you think that does to your long-term business and also actually to RouteJade. How confident are you that you can continue to get graphite
supplied to your existing business there?
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