Good breakdown. Then add the following sentence from yesterday's announcement:
"In conjunction with imec, 4DS has identified some further refinements to process conditions for the Second Platform
Lot wafers, which are expected to mitigate risks at various stages in the fabrication process."
So, to me it looks like they started making the 2nd platform lot, then possible noticed a "risk at that stage of the fabrication process", then decided to stop and make some changes to mitigate that risk. Whether that risk actually caused the lot to go bad or not is unknown. They do seem to be being slightly misleading in not clearly stating that they'd stopped and are starting again.
But at the end of the day for me it's the right thing to do - if they notice a problem, fix it. It means a better product in the end. And if it delays things by a few months then so be it.
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