Cost And Tariff ConcernsManagement admits that tariffs are certainly a concern for end market demand.
Gross Margin PressureHigher overseas fab spending is expected to lead to greater gross margin dilution of 3-4% annually in a few years.
Operational ChallengesIntegrating another foundry's production lines is highly challenging due to differences in toolsets, configuration, and process flow, requiring significant operational hurdles to be overcome.