It's hard to say as we don't know how many customers were even onto a potential signing. And by extensions whether that IP was shared, unique to each, etc in whatever combination.
Given the time frames and cost benefits I wouldn't be surprised if some of these customers have simply been lost. Would you put your entire product development on pause for one component of it for years or defer to an alternative? I know which I'd take. Depends on their time lines but he did reportedly mention they would transition (some/all?) of these customers to dbhitek.
Due diligence most certainly failed here and let down a number of customers. Fed back into my perception that Coby is learning as he goes on this one. Now we have tarrifs on South Korea from companies once looking into SkyWater (presumably US companies) impacting cost benefit there for those customers choosing Weebit ReRAM produced in South Korea. Lots of spanners in the works going on which could interrupt deals being made this year.
WBT Price at posting:
$1.67 Sentiment: Sell Disclosure: Not Held
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