Running discussion on SP, page-91

It's times like these Jeremy Grantham would say buying could be going against the voice screaming in your head. It's not something we humans are particularly good at perceiving. Nothing has changed except the likelihood of a fab signing up and that's not usual given these economic times. We need the SkyWater qualification to complete. No timelines have changed, no announcements in accordance with continuous disclosure rules (unless we are to assume they are violating this). All information we have suggests things are continuing as BAU at the SkyWater plant. We were initially expecting end of this year but delayed to Q1 2023 which is quite good, especially knowing how engineering can be regarding time frames. However we received that heads up ahead of time.

We are seeing multiple competitors quietly rearing their heads in this technology space. We're going for the most popular node, 130nm, and scaling down. We're investigating discrete async. No news is sometimes good news. However any doubt, especially accelerated during this economic turmoil we're seeing unleashed upon the market, affects us moreso than if things were cheerful. Being cognisant of how that is affecting your perception is all the more valuable in these times, just as much as if it were during more cheerful times. Again, revert to the facts of what we know and the timelines we have. They're very busy I can only imagine and covid fatigue is no fun, took me a while to get back to full speed.

Airing out your concerns is fine, but it is worth considering where your perception is at and what external factors are weighing upon it before initiating any objective discourse. Again, doubt is a hell of a thing and this psychological game is hard enough as it is.