[MichaelZuo]

And the automakers will likely balk at spending many dozens of billions of capital outside of their core competency.

Since all the other legacy fabs are also at capacity for the next few years.

[iancmceachern]

It's rapidly becoming part of their core competency, no different than steel panel manufacturing.

[gbear605]

If the auto manufacturers don’t want chips to be part of their core competencies, then they’ll probably need to go back to building cars like they did thirty years ago.