Ann: Investor Update, page-26

I read this in the AFR this morning

"A global shortage in semiconductor chips is causing so much uncertainty that it is being likened to a second COVID-19 by Australian device makers, which are grappling with surging prices and crippling lead time blowouts.The shortage has become so severe that chief executives of hardware companies are being forced to radically alter the design of their products to ... "

The same thing is occurring in the USA.

And then there is this in the Investor Update

"The vast majority of MEMS are designed and manufactured by integratedtechnology companies (i.e. companies making a finished product) such asHoneywell, TDK, STMicroelectronics, Panasonic and Texas Instruments.

Sensera is one of the few independent MEMs design and fabricationfacilities in the United States and has expertise in microfluidics."

If you are an independent manufacturer, looking for a MEMs foundry to make components for you, life is really tough at the moment.
Demand for our product will be high into the foreseeable future.
And I still expect the Biden government to step up with a grant at some point ... the USA needs companies like Sensera to prosper and fuel innovation across the entire manufacturing sector.

IMO.