"Based on no information wazzie2"
No basis whatsoever. Always a good idea to make it clear it is your own opinion when making statements.
Yes, Coby has clearly and continually indicated things take time.
He has also clearly indicated the company has been in discussions/evaluations for long periods of time already (including some for years) with a number of the top 10 fabs and IDMs and end use customers.
So, there is a chance a new commercial deal could be announced at any time, possibly very soon, possibly in some time....your guess is nearly as good as my guess
(20min delay)