Except it's like second tier semi manufacturer spending 10x less on the same fab in one years time. Here it might make sense to wait a bit. There will be custom

Except it's like second tier semi manufacturer spending 10x less on the same fab in one years time. Here it might make sense to wait a bit. There will be customers, especially considering the diminishing returns these models seem to have come across. If performance was improving I'd agree with you, but it's not.