We're not talking about a couple of people in white coats here. It takes a full-on chemical plant to supply enough sulfuric to satisfy a fab, and unless you're

We're not talking about a couple of people in white coats here. It takes a full-on chemical plant to supply enough sulfuric to satisfy a fab, and unless you're going to throw a ton of stuff away, this plant is going to produce a lot of other chemicals that are of no interest to the fab. That's not to say a vertically integrated conglomerate couldn't own both a fab and a chemical plant -- this is the rule rather than the exception in Japan and Korea -- but these are two separate industrial concerns.