Sure, their primary preference would be to use in-house, but their flagship products today are being built using either an old or a problematic process node and

Sure, their primary preference would be to use in-house, but their flagship products today are being built using either an old or a problematic process node and that's a big problem that is not going to get sorted in 6 months. Reading the earnings call I think its reasonably clear that they will be going outside for at least some of their manufacturing - the 'contingency plan' is really around what happens if things get worse.