> I can’t think of how there is going to be a new entrant to the market that competes with the current three’s processes.
There will probably be a continuing growth of demand for making chips, so I wouldn't be surprised to see some folks get into the market with "old" tech. So it's unlikely any one will jump in right at the bleeding edge, they may work their way up to more modern processes over time.
I could see a niche of 'home grown' fabs in various countries / regions that server local demand that is paranoid about supply chain security.
Depending on how automated you make the fabs, I wonder if it would be possible to sell "limited runs" of chips to people, kind of like book self-publishing but with VHDL/Verilog.
There will probably be a continuing growth of demand for making chips, so I wouldn't be surprised to see some folks get into the market with "old" tech. So it's unlikely any one will jump in right at the bleeding edge, they may work their way up to more modern processes over time.
I could see a niche of 'home grown' fabs in various countries / regions that server local demand that is paranoid about supply chain security.
Depending on how automated you make the fabs, I wonder if it would be possible to sell "limited runs" of chips to people, kind of like book self-publishing but with VHDL/Verilog.