I was thinking that they are waiting for the wafers before deciding/ agreeing the timeframe of the extension. Impressive wafers will lead to impressive chips. Less impressive wafers will lead to less impressive chips, and possibly further iterations and hence a longer schedule.
Part of me hopes for an "out of the park" announcement at the AGM.
All is idle speculation and conjecture until we get to the AGM I suppose. I know one should not wish away time, but jeez I want it to be AGM week already
4DS - Anything but Charting, page-3757
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