On supply chain, Malaysia and Singapore is opening back up and container costs are going down, I think we are near the end of this saga. With Silterra up and running at full steam + SPX ramping up + shipping normalization, it'll be full steam ahead again.

By the way, has anyone consider the fact that the delays are also happening to other suppliers so the big guys have to push out their schedules? Someone like Broadcom would need to source from hundreds of suppliers and all of those guys need to be synced up, so delay is inevitable anyway.