thats right - and it is cheaper to adopt with volume revenue...

thats right - and it is cheaper to adopt with volume revenue advantage added in like the cherry on top

thats the major leverage wbt has as a door into Onsemi

holders here will reap the reward of exactly that base adoption factor combined with its non volatility

https://www.digitimes.com/news/a20250213VL205/smic-earnings-price-competition-market-capacity.html

"China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition (...)
Chinese foundries—such as Hua Hong Semiconductor and SMIC—are aggressively cutting prices and rapidly expanding capacity (...)
From 2015 to 2023, China's mature-node production capacity experienced a dramatic increase from 1.2 million to 3.0 million wafer starts per month, expanding its global capacity share from 19% to 33%.
Through aggressive pricing strategies, Chinese mature-node wafers now cost approximately 10% less than those from other regions (...)
( sounds similar to the wbt market strategy....no?)

so much for US sanctions ....

not my opinion but the underlying facts