...we see some upside because some of the customer realizing that they depend on some other competitor where their focus is not IoT, they come like second the list. And they realize that -- they grab Sequans, and they come back for us. So we're seeing some positive, I would say, from design win potential. It's very hard to quantify it. But we are seeing very positive feedback from customer coming from this angle.
For us, the challenge is really on all angles, whether PCB, substrate, it was a major issue, and obviously, the foundry. What I was struggling with in the short-term was really PCB and substrate. And I mentioned that my challenge on the foundry is more in the second half. We're working daily with the TSMC to get a little bit of upside here and there as soon. As we see some free capacity, we take it. The gap is not that big on TSMC. And I'm moderately optimistic. I will say that I can -- I will not get all the, I would say, shortage, and maybe some of it will be recovered in the second half with TSMC. |
