It is clear to me that Sam has never set foot inside of a semiconductor manufacturing facility. Or, if he did he definitely wasn't paying attention to what was going on around him. I don't know how you could witness these things and then make glib statements about building 36 of them.
It will likely take well over a decade to recoup investment on any new chip fab at this point. Chasing ~4 customers on one narrow use case is nonsensical from the perspective of anyone running these companies.
It will likely take well over a decade to recoup investment on any new chip fab at this point. Chasing ~4 customers on one narrow use case is nonsensical from the perspective of anyone running these companies.