Valid concern about mature node margins vs advanced nodes. But the Isubstrate.com analysis reveals something counterintuitive about pricing power in this 'commodity' segment—especially when you control the IP stack. The full breakdown shows why this could be more profitable than the TSMC playbook: https://ai.via.news/ai-hardware/globalfoundries-acquires-three-ip-portfolios-while-expanding-dresden-fab-for-ai