This is the part that caught my attention:
"These boards and evaluation systems are being shipped to Early Access Customers for further testing and verification to see how they work as part of customers’ products." (emphasis added)
This reads to me that our customers have products designed already and were waiting for actual production chips to test them with.
If this is the case, we should expect orders for IP or more chips soon after this "testing and verification" is complete.
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This is the part that caught my attention:"These boards and...
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