China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

[Jert]

The foundry model works wonder in semiconductor because one foundry fab can serve many fabless companies on the same production line, thus scalable in volume and huge capital cost burden shared by many fabless companies.

Car/EV manufacturing takes up huge space and similarly huge capital but cannot mix run different models or brands on the same production line, making the foundry model and cost sharing unfeasible.

Until someone figures out that, IDM model probably will continue to dominate in auto industry.