Even without a leak, they face a risk with how actual CPUs bin out. They have to sell some $1000 CPUs at $600 as unlockable later to fulfill their contracts.

Even without a leak, they face a risk with how actual CPUs bin out. They have to sell some $1000 CPUs at $600 as unlockable later to fulfill their contracts. But if their process is marginal, they may have to divert $1000 CPUs from the market who would pay $1000 for them to satisfy the $600 market.