If you read 3 of my posts before the one you quoted, they are the "point of data"
Ofc, everything in the market is just a speculation. No one knows for sure
tldr:
1. Coby said "one area of interest is PMIC" which is further confirmed by DB Hitek CEO
2. PMICs are used in portable electronics
3. Conclusion: the customer is a portable electronics manufacturer
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