The new tariffs just took place today I doubt it has any thing to do with 1Q rev, I would lean towards Samsung if I had to guess, it could be just a delay in payments...I just hope it’s not due to a small order that is meaningless.
This is why LQMT is struggling - it systematically dismantled its USA ingot mfg., and market didn't like it. LQMT was supposed to be a USA mfg. renaissance.