AMD strictly moderated (AMD)

[fastpathguru]

Little fabbed players in semi selling off body parts
to build new fabs to compete with huge self-funding
players is unsustainable.

The fallacy in your argument is your premise that the practice itself needs to be sustainable.

When in fact, the practice may lead to a sustainable state that is self-funding and requires no further spinoffs.

Kind of like what you hope is going to happen to SGI in its own market... So you seem to be aware of the concept.

fpg