It's rational for chip making to consolidate as the capex grows. 5nm would probably not exist in volume today without a successful pure play foundry. As a cons

It's rational for chip making to consolidate as the capex grows. 5nm would probably not exist in volume today without a successful pure play foundry. As a consumer, I just hope we stabilize with two or three leading competitors, such as TSMC, Intel, and Samsung. ASML & EUV is a stronger example of a high risk gambit in an innovative field locking down the market.