Customer RisksLoss of a major customer, with Apple accounting for a significant portion of net revenue in recent years, poses a risk.
Manufacturing CapacityA reduction in the loading of Crolles 2 fab may lead to unused capacity charges, assuming they cannot replace the business with Apple or Space X or a new client.
Tariff UncertaintyThe company faces ongoing uncertainty related to tariffs and potential fading of current order demand in the future.