Totally correct, by 2024 a 20k wpm N5 fab will not be able to break even unless wafers would cost $50k+. Who will be billed for this negative equity? TSMC's e

Totally correct, by 2024 a 20k wpm N5 fab will not be able to break even unless wafers would cost $50k+. Who will be billed for this negative equity? TSMC's economists certainly know what they do when they put a $12B investment: this can only happen with US government guarantee, thus taxpayers paying.