[klelatti]

IIRC they were using TSMC before TSMC had a material process lead and supported them (and moved away from Samsung) with big contracts and a long term commitment. Hardly surprising that they have first go a new process. Not a risk less bet but one that has paid off.

[kergonath]

Exactly. You cannot look at that as if they decided 2 years ago to just buy all the capacity. Their relationship with TSMC goes back way further than that, and there have been several ups and downs along the way.