Foundry fabrication turnaround takes three to five months, even for a super-hot lot.

“your timelines from being you know maybe 12 months of front-end design work to a tiny fraction of that if there's then going to be kind of the conventional bottlenecks and the conventional pace on the next piece um and i think that's sort of you know at some extent there will always be those bottlenecks you know we all have the same kind of fab cycle times with our foundry partners so so from the moment you send the chip to them to getting it back is you know”

“you know three to five months even in a kind of super hot lot scenario and so these are the kind of innate latencies i guess in the industry and then when you get that chip back i think it is vital to look at the uh the way that these chips actually become financializable which is that they do have a kind of payoff period you have to have really a kind of three to five year amortization window for that chip to make it a sensible financial decision”