A lot of posts on here bemoaning the lack of concrete announcements on a near daily basis.
Do you really think they will announce anything concrete until it is signed sealed and secure? No, of course they won't.
But does that mean they will not be ready to press go at the drop of a hat? Also no. It's going to happen when it's ready, and not before.
Naturally they will have a whole series of deals in negotiation that are all dependent on one milestone or another, and one checkpoint to be tickled off or another, but these won't all depend on news from Weebit of Skywater. Don't forget that even in the best of times customers have their own reasons to act when they choose to do so, and not before.
So let's not attribute every "its gonna rain very soon, but it ain't raining yet, so something must be wrong" comment as an indication that the absence of announcements is signifying that it won't ever rain.
This team lets SH know what they are planning in general, what they are hoping for with excitement and enthusiasm, and an appropriate level of confidence, and an appropriately vague timeline that has been backed up by meeting every milestone in then past.
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