18a is already dead, focus on chip sales packaging 14a narrative
N is currently choosing to wait for T capacity rather than redesign for 18A because the "switching cost" is too high. Redesigning for a node with lower yields (60% vs. 70%+) is a massive financial risk. This is why N is reportedly looking at I for Advanced Packaging first, as packaging allows them to use T-made chips inside an I-made "shell" without a full silicon redesign.
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