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19:40 The yield virtuous cycle (more customers, faster yield learning, attracting more customers due to high yields) seems unrelated to IDM vs. Foundry. You must bootstrap the virtuous cycle to avoid the vicious one: Fewer customers, less yield learning, leading to even fewer customers. How to bootstrap the virtuous cycle is the real question and it remains unanswered. But unlikely to be related to what type of foundry you are.
19:40 The yield virtuous cycle (more customers, faster yield learning, attracting more customers due to high yields) seems unrelated to IDM vs. Foundry. You must bootstrap the virtuous cycle to avoid the vicious one: Fewer customers, less yield learning, leading to even fewer customers. How to bootstrap the virtuous cycle is the real question and it remains unanswered. But unlikely to be related to what type of foundry you are.
The bigger and more diverse the pool of potential bootstrappers, the larger the chance one of those fish in the pool gets trapped!
So, how about relentlessly aiming to enlarge this pool of fish, by providing trust, trust and trust in a competent, compassionate, completely customer-oriented and co-developing pure-play-foundry ?
