This has been my take as well. There is a lot of disruption in a company when a key part, like the FPGA that serves as a communications nexus in the product goe

This has been my take as well. There is a lot of disruption in a company when a key part, like the FPGA that serves as a communications nexus in the product goes EOL and everyone scrambles for a year trying to engineer in a replacement. Buy enough parts for expected product life, make good use of the time you didn't waste on scrambling, and when your product is EOL sell any left-over parts on the secondhand markets.