Yeah, but aren't margins on chips insanely high, i.e. unit cost of production is 'nothing' whereas the IP going into it and 'setting up the run' are the big cha

Yeah, but aren't margins on chips insanely high, i.e. unit cost of production is 'nothing' whereas the IP going into it and 'setting up the run' are the big charges? So I think that if they are making new chips for this dead market, then they have a problem. But inventory I think is a different story. Feel fee to correct me if I'm wrong.