I agree with this sentiment. But my concerns were around whether the customers believe this delay to be ok, as the memory component is pertinent to getting their product out the door vs using an alternative, albeit potentially more expensive. As these are niche customers with relatively low volume production as you said, they may be ok to eat that cost and get their device out. Certainly, would be different for a big customer as you said regarding higher volumes the delay may play less of a factor.
WBT Price at posting:
$2.13 Sentiment: Sell Disclosure: Not Held
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