The fabs will be on whatever node Samsung Semi and TSMC are running at the time. My main skepticism is around chip vendor willingness to scale caches and controllers. Bad track record to bet on.https://twitter.com/bennetyee/status/1030121261077225473 …
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Key factor you may be underestimating: China.
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Perhaps I'm not understanding. Is the thesis that CN chipmakers will pull an Apple and beef up their SoCs? Or the opposite?
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