This seemed obvious to me at first, but less the more I think of it. Samsung, for instance. Apple is already using 100% of 5nm capacity, so they are basically l

This seemed obvious to me at first, but less the more I think of it. Samsung, for instance. Apple is already using 100% of 5nm capacity, so they are basically leasing an entire fab. The technology curve for fabs will bend in the direction of lower capital investment, smaller batches, and shorter turnaround, not smaller dimensions.