I can't imagine how they could avoid publishing the number of wafers they sent to SPX during a given quarter, since they almost certainly should receive a sum for each wafer...how much is yet unknown.

At some point, again, they will have to let these cats out of the bag regarding where all these wafers are going to be coming from and where the end products are going to, specifically, as in contracts. A North American manufacturer of import would sure move things along quickly....

Inflation hedge indeed....