> competitors are getting squeezed by fabs playing supply side economic games.
Curious, what games are you referring to? The fab business is fairly direct and open. One of the truer supply and demand situations.
Curious, what games are you referring to? The fab business is fairly direct and open. One of the truer supply and demand situations.
I feel like the demand is going to be hard to satisfy for a long time and the inevitable outcome will be a handful of fabs demanding big premiums. It’s pure speculation, but I think Intel owning their fabs makes them a safer bet than AMD relying on TSMC.