C2B Capacity ConstraintsMulti‑year lead times to add critical fabric capacity mean the company may be unable to fully convert urgent demand into sales for an extended period. This structural supply bottleneck can cap revenue growth, force prioritization decisions, and invite competitors or partners to fill unmet demand.
Rising Capital NeedsHigher than planned capital intensity increases funding risk and could necessitate equity issuance, more ATM sales, or debt. That dilutes shareholder returns or raises fixed costs, and complicates execution timing. Long payback on plant investments amplifies exposure to program timing.
Operational Execution & Supply DisruptionRecurrent missed shipments and supply‑chain disruptions create volatile revenue recognition, strain customer relationships, and depress margins. Over time, execution risk undermines ability to reliably capture program ramp volumes and can increase working‑capital needs and operational costs.