[baybal2]

Actually it is all about marketing now, the customers though to whom they market are MNCs with immense cash piles to splurge on microchips. Nobody else can.

See — you rarely ever see so much marketing money spent on an industrial service, and like here seeing Hollywood level gfx on an obscure industry event keynote would've been more laughable than noteworthy 10 years ago.

Without these cash piles, there is no way to finance new fabs, and SEL is fighting for its survival here. Once you are out of the race in semi industry, you can never catch up.