Yep, completely agree re fab. It has been made quite clear that the qualification at skywater is a priority and as you said part of the derisking for higher tier fabs.
In addition, re curtomer, (you didn't mention), I am optimistic, but not expecting, at least one not too far after qualification perhaps, but perhaps before, as suggested.
personally I don't expect either of these until early next year. But hopeful. The Aus visit is likely due to their absence over covid.
This year is a time for buying on or holding through lows, or both, IMO. ( Not financial advice obviously) We may, however, be pleasantly surprised with some announcements re environmental footprint, 28nm, and perhaps larger array success, and who knows what else they have cooking.
gltah
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