jays, is Suresh China's president? No.
So is he responsible for Covid outbreak? No.
So is he responsible for the supply chain catastrophe we're having? No.
So is he really kicking the can down the road? No.
Having unexpected delay due to supply chain disruption is literally part of the risk factors in MD&A.
When you say Suresh and co are kicking the can down the road, you are implying he had control over it, he doesn't. He can draw up a business plan, Vivek can try to get the parts together, Mika can go around conferences drumming things up and prep for Nasdaq, but at the end of the day they depend on their partners as much as their own employees.
Had they actually kick the can down the road, we'd be asking ourselves whether the OI even works, or if any products will ever make it out of development. The OI works, we have a bunch of products in or entering beta, we have design win (ie: signed off for production at the client side), we received critical acclaim in China, samples in EU customer's hand, so on. The only complaints I have is lack of details around the NA customer, but we know a groundbreaking FR4 product is coming in 2022 and I think it is for them, someone correct me if I'm wrong.