He confirmed the Skywater customers are delayed due to the Skywater IP issues, but that they still expect to close some deals 'in the coming months'. The deals that fell through he also expects they will return for their next project, at which point Skywater have should have sorted themselves out.
The 'coming soon' slides refer to foundry deals, of which he says they expect to sign a few more soon also (maybe one this year still).
This is all good news as far as im concerned.
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