I think Ed has many contacts within the industry - I think his take could be correct or yours, one will only know in retrospect. I do know that using foundry's is expensive. Ideally you want your own fabs.
Nah. Fab 30 was made for 180/130/90nm. As I understood it the conversion to 65nm is non trivial for this particular facility (will require more changes and hence more resources, time, and space than previous conversions in that facility).
I think the main issue here was not feature size but wafer size. They wanted 300mm wafers so they needed a new fab.