[AngryData]

Whats wrong with redundancy? Not having redundant supply of anything is a problem as human history has repeatedly shown. I think this kind of modern "more profit = more better" is just a ticking time bomb for a massive disaster, and it isn't like we haven't had any warning signs about critical supply problems for any number of resources and goods.

[mallets]

If you can print the money required with no bad consequences, go right ahead and build all the redundancies.

The problem with bleeding-edge fab is it's a (fast) moving target. It's not a solved problem. And customers can't simply migrate their designs to a different fab, as the designs are increasingly specific to a process.

I do think we need more fabs but not this kind. Very low cost fabs with standardized PDK and open(ish) tools, should be as simple as ordering a PCB. Not going to happen anytime soon though, needs old fabs to stop production and the bleeding-edge to hit a hard wall. Can't compete with fully depreciated legacy fabs/nodes.