[Macha]

There's also a long lead up time to opening up a new fab. If you have just proved out your process, it might be tempting to duplicate that but when you're chasing the cutting edge as these markets are, there's a real opportunity cost to consider in scaling out your now "mature" process vs chasing the next big leap.

Maybe now that there are only two players left and new process costs continue to escalate we might see more of that