This is just the completion of work that started in 2023.
Highly likely the foundry just did Lebby a favor in announcing this like Polariton did with the first deal last year.
It's very clear to me that the foundry strategy has changed - that is the question that will be asked and answered tomorrow during the Q&A at the latest
The slide deck from last year indicated one European and one USA foundry had successfully completed PDK’s.
Furthermore the same presentation indicated that they were receiving modulators back from the foundries. And they were looking very good . This could only mean that our Singapore foundry was not a part of this presentation.