Just realized. This is a multitemporal banana bunch
Conversation
Data centers do this with hard drives.
Cities do this with housing stock. At least good Jacobsian ones.
Fabs do it slightly differently, a different application “eats” a process-node banana as it ages
Militaries do it with equipment
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is this a more manicured version of FIFO
(also: i am in your backyard, figuratively speaking)
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It’s more a robustness move when curated deliberately, harvesting move when forced on you by obsolescence trends
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robustness is def true. harvesting as stop-loss? your meaning condensation approaches criticality.
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If you can no longer make CPU’s in your fab because market has moved, make less demanding chips on it. Subsidiary chips tend to be a node behind. Maximize LTV of asset by using it into obsolescence as much as you can
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yes. though one wonders about whether being trapped in old modes prevents early discovery of new modes. seems like a variant of the usual dilemma.

