This is a very interesting question. With everyone fabbing at TSMC (amd, nvidia, apple, google?, amazon?, aspiring startups) I could see a bidding war for volum

This is a very interesting question. With everyone fabbing at TSMC (amd, nvidia, apple, google?, amazon?, aspiring startups) I could see a bidding war for volume guarantees if there is a volume problem going forward. Some of these players have deeper pockets and margins than others.