Hi Sandeep, et al - I'm told on Tue

Hi Sandeep, et al -

I'm told on Tuesday that I was committed for a discussion about our ERS conversion. Also about EOL Crawford WIP consumption. I've talked to Earl a lot about one of these topics so I did open my disty to my business team leaders in LCO as well, FYI.

ERS Short answer: ERS converted wafers will be discerned by machining code.
We have shipped enough HB3 (narrow reader POR) to bridge Lamarr schedule until delivery of the wider reader IB3's. Bob has directed to hold all the wafer WIP of the HB3's to make sure IB3's move forward and stay on schedule - wafer ship est end of Nov.
So the IB3 (congruent with wider reader adjusted parts) will be 100% ERS.
Contingency - if we suddenly need to ship some of that 'on hold WIP' before IB3 is available - We'll also rev the machining code on the ERS version of HB3 (probably "JB3") - in case of upsides to either SMR program for 80nm OVH wafer WIP. That would be any Lamarr big upside (unlikely), or a VERY significant Crawford upside overall (possible).
Crawford Consumption: Weekly, the drive team in the factory will publish the current schedule vs the factory inventory of HWY and RHO. At this time, we are building an 80/20 split to ensure we close the HWY contract. The 'leftovers' of RHO WIP will be assessed weekly. It's all 50nm OVH material committed and shipped and in the factories.
There is a communication right now of a possible program upside that will consume all of the HWY contract AND all of the RHO exposure in the factory and still need more material.
As noted above, I have plenty of HB3 wafers on hold in the wafer factory at this time we can release/complete to cover anything but a radical upside to the program. This is already communicated to Earl who is working the scenario business decision options
I recommended one option -> we burn through the HWY contract under the existing 80/20 split, and RHO can cover through remainder of EOL. (We could issue with ERS or not, and mech config can stay frozen or migrate depending on if the volume is big enough to warrant the discussion).
Lamarr CYP: Was updated Wed morning based on the agreement on Tuesday. We've already completed those discussions. Thanks for the input and alignment.

My team members - please do not "reply to all" on this one. Keep it clean for our partners as a communication note.