About teling shareholders whether the company's on track or not, in my opinion, management should have followed what every other company in the semiconductor word has done: say nothing since June 2020. Just say Covid makes supply chain prediction impossible, done. No one knows when they're getting their parts, have you seen the ships and the containers around the ports all over the world? It's a sight to behold.
Unless you are a very big client like Apple, no foundries will prioritize you, it's that simple. The fact that we still manage a design win and get samples to EU customer should be considered a win in this condition.
Breeze, except management exercising their options into a rally and killing it (which is likely to be a coincidence), all of your other criticisms only makes sense in normal economic times. If Covid didn't happen we'd be in production today.