Thomas Moreau

Principal Scientist at Changshu; R&D authority inferred from title and evidence.

1. 01“We will continue to exit product lines that do not clear our return threshold, and we expect that work to be substantially complete within eighteen months.”
2. 02“Our capital allocation priorities are unchanged: organic growth first, then the dividend, then opportunistic repurchase.”

Incumbent is Wacker; their grade does not clear the new limit.

1. 01Qualified at an adjacent site in 11 weeks
2. 02Meets the 2027 restriction threshold today
3. 03Existing MSA removes commercial negotiation from the path