Good summary.
One point missed is the question posed to Coby whether Richard Chang is still working with Weebit to secure business in China.
Coby skirted the question and simply said they are engaging multiple fabs/IDMs in China (all on the US approved list) but when the attendee asked again if Richard was involved, Coby simply said he could not directly answer that question as he didn't want to give any indication of specific Fabs/IDMs he is is discussions with.
I thought that was very interesting, not sure how to interpret it though.
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