ML has mentioned foundries and PDKs, numerous times...beginning a few months ago. What is the average timeline to incorporate into a foundry? Do you know? I don't. I wouldn't speculate on whether or not something has been "further delayed" unless I was privy to the timeline.
MNGT has given zero indication of any sort of delays. My belief is these things will happen in the coming months.
We all want it to happen, tomorrow, Saturday Nov. 13th.