[dehrmann]

Intel actually got incredibly lucky with the fab shortage because the shortage means even last-gen tech has huge demand.

[jjoonathan]

Sort of, but this is also sort of the point of owning your own fab!

There are others. What happens if TSMC has an unchallenged kingmaking node? Do they let AMD/Intel or AMD/NVidia keep their fat margins? Or do they say "the node makes the king -- start bidding"?