I agree that it goes much much deeper than TSMC, but it's a bit dismissive to call TSMC "one fab". It's the leading edge fab and deeply ingrained in a very lar

I agree that it goes much much deeper than TSMC, but it's a bit dismissive to call TSMC "one fab". It's the leading edge fab and deeply ingrained in a very large number and wide variety of supply chains in a way that Intel and Samsung are not at the moment.