[Pietertje]

Well, that tech is still being used heavily for a lot of chips. Companies like NXP still have fabs of 90s tech running smoothly. Only the high-end chips need new tech. Also, equipment from that era is still in high demand on the second hand market (especially now...).

[chongli]

But isn’t a new fab company going to have to compete with NXP in those markets? That seems very difficult for a brand new company to do, given no technological advantage.