I think we're mostly in violent agreement. There's a lot for an analog IC - those mid-manufacturing test pads are a great example of pain. Testing costs are goi

I think we're mostly in violent agreement. There's a lot for an analog IC - those mid-manufacturing test pads are a great example of pain. Testing costs are going to be higher, there will be extra NRE on custom test harnesses, and all the rest you allude to. But they'll be able to get multiple projects out of the basic investment in litho gear. I think it depends where one draws the line at the (very large) CapEx of "the fab".