I haven't given up on getting the proof points before end of this month. I am expecting one NR at a minimum before Dec.21st. I think management wants to treat all current and future shareholders (i.e roadshow attendees) equally. So once the APAC roadshow is out the way, they should provide the market with an update, if only to be consistent with the proof points comment made in the CC.
I think Rocky's post is spot-on. The APAC trip makes sense for finalizing large foundry deals.