They used to be losing out on both performance and efficiency. Now they are up to par at least on one of those. For foundry to be successful, they need one of

They used to be losing out on both performance and efficiency. Now they are up to par at least on one of those. For foundry to be successful, they need one of the big clients - Apple, Qualcomm, Mediatek etc. If they find one of them, they'll pay for the fabs getting up to speed. It's brilliant building up the gpu segment alongside. They are building internal demand, so they can be their own "trailbrazer" client for foundry.