I don't think the foresight is in a particular manufacturer but in the fact that each successive fab generation was becoming more prohibitively expensive and mo

I don't think the foresight is in a particular manufacturer but in the fact that each successive fab generation was becoming more prohibitively expensive and more dominated by economies of scale. I kind of want to see an analysis of the minimum viable volume of product to justify a new fab process going back over the years. Today it's just not feasible, compared to Noyce et al who could do it in their lab.