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Insightful summary. All I would add is that Pat also said they had secured two new “compute-centric” 18A customers. I assume one of these will be Nvidia for its upcoming ARM based laptop CPU. Not sure who the other one will be though. Any thoughts?

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No indication that it is NVIDIA - if there's something going on with Mediatek then no-ones asked whether that's a Mediatek driven product or an NV driven product. If the former, how'd they get NV IP - if the latter, why would NV care about such a low margin business.

I saw a comment somewhere that it could be IBM. However they've developed a deep partnership with Samsung and (in future) Rapidus. So we'll see.

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Really enjoyed your takes in "Final Thoughts" 👍🏼

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