Can’t say I know a ton about the industry but it’s wild how many fabless companies are so influential. So much of business is vertical integration, yet many of the biggest names in chips are fabless
Chip fabs simply do not work at a small scale, if you want to sell them at anything resembling a reasonable cost. Modern chip lithography takes a truly titanic amount of capital to set up, and it takes years. And by then the industry has moved on.
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Can’t say I know a ton about the industry but it’s wild how many fabless companies are so influential. So much of business is vertical integration, yet many of the biggest names in chips are fabless
look at how much a new fab costs now.
Chip fabs simply do not work at a small scale, if you want to sell them at anything resembling a reasonable cost. Modern chip lithography takes a truly titanic amount of capital to set up, and it takes years. And by then the industry has moved on.