Interesting GT brought up the delays last. I believe one of our forum members had suggested the question the other day.
The delays in Fab work, as mentioned are an industry wide problem.
The good news from Vivek is that, "Luckily with our influence and relationship we were able to limit it to 2-3 months ".
Tim cleanups by saying, " its been the practice of Poet for as long as I have been there to always have plans a, b, and c. And so, you know, if one mask shop can’t deliver within the period of time that we need it, we’ll find another mask shop".Tim concludes ... we don’t think it’s a material concern".
These delays although not of material concern, are an issue that is somewhat troubling, not knowing all the details.
Anyway, a nice update and as FJ says, best to get it out of the way early, before the big news.
IMHO