@terafly,

I was referring to the fact that the first time they expanded the timeline to include the 100nm (new MS8) they said it would be developed at the "3rd party lab/line". Afterwards it was rewritten after the NR you mentioned to be done at the POET lab.

I'm still wondering if they plan to announce a PDA partner to help with this MS. It makes more sense given the unique description (3rd party lab/line instead of the 3rd party fab/BAE euphemism). But without any evidence I'm trying to think of other explanations, like the delayed delivery of the equipment. Just a theory to pass the time. Hoping for some good news this week:)