Wouldn’t that basically require becoming better at fabing than TSMC again? If they can catch up, but not exceeded, then they can’t make a better product than t

Wouldn’t that basically require becoming better at fabing than TSMC again? If they can catch up, but not exceeded, then they can’t make a better product than they do right now. I guess it should cut their costs some amount (don’t know how much) which would certainly be a big plus. But without taking the lead again… would that be enough? I suppose if they caught up they could also fab other people‘s chips as Pat wanted to. If they’re tied for best (or at least close) they could probably pick up accounts that TSMC doesn’t have space for or are perhaps too small to help fill out their capacity. While I was listening to the podcast I was thinking about how it almost seems like sort of a historical accident that they’re both design and fabrication. Does anyone else do that at this point? I know it was common early on but maybe it’s just not that sustainable by now. I don’t know. I guess I see splitting the company is more likely to succeed, simply because the design side works and would lose the anchor that it’s tied to. Successfully pulling off a fix while keeping the company intact may be a better outcome if possible though.