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So they can’t fix non-SoC related OS bugs because they don’t have the source to the SOC drivers?

That doesn’t make sense to me. There may be classes they can’t fix, but there must be many they can.

They can't claim an end of life date that's after the end of that SoC firmware contract if the SoC could have an issue that requires a fix. Plenty of hardware vendors ship updates for serious issues when they can after their published EoL date for good will reasons, but the EoL date is largely self fulfilling as corporate customers replace anything EoL to avoid risk.

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