"In any other business choosing (2) would mean someone else swoops in and steals all your business. It doesn't look like this is at all possible for memory fabs

"In any other business choosing (2) would mean someone else swoops in and steals all your business. It doesn't look like this is at all possible for memory fabs." FWIW - Lots of people seem to believe the "in any other business", but it turns out there are tons and tons of places it is equally untrue, even where there is near zero time or cost barrier to entry.