assuming decent yields, and a 4th 300mm fab, F12, under conversion. What is the plan here?
I read somewhere, that the Ireland Fab, which I assume your referring to as the 3rd fab (After D1c and F11x), was only restarted for 300mm fairly recently. I have no idea if/when that fab would be operational.
Also, the F12 retrofit was announced publicly only a few months ago so I doubt that Fab12 is anywhere near converted. Have you seen any public reported intel estimates for startup?
Semi