IMHO it's the same pattern of the time when Intel gave up on their memory business and entered the CPU business. Citing from memory: "If you were the new CEO wh

IMHO it's the same pattern of the time when Intel gave up on their memory business and entered the CPU business. Citing from memory: "If you were the new CEO what would you do to save the company?" - and he immediately knew the answer - "Then let's go back in the boardroom and do that." Judging from that it seems like their fab business doesn't have any long term future, the outside world just doesn't know it yet. Now they put on a show until they are ready to fully convert to other fabs. After all, the current fabs are still cranking out chips that make them billions each month.