We're going to get that. We only have a handful of nodes left, so every geopolitically relevant region is scrambling to have last leading edge fabs on their so

We're going to get that. We only have a handful of nodes left, so every geopolitically relevant region is scrambling to have last leading edge fabs on their soil for defense use cases if nothing else. My guess is that US, China, and Taiwan will all have essentially equivalent fabs, Korea and the EU will have what look like cheaper versions until everyone figures out that they don't have the yields the promise and so it's actually more expensive but propped up by .gov money (even more than the first group). I wouldn't be surprised to see another one shared by Brazil, India, South Africa (and maybe Russia) that kind of works, enough for low volume defense projects.