Raising die yield from 60% to 65% or 70% produces a more-than-linear increase in output from the same fab footprint.

“And we'll fight for every extra percent of fab utilization, but also every extra percentage of fab output. As in, you know, let's say I'm making some wafers today and the yield is like 60%, but if I improve the process and the, the die yield becomes 65% or 70%, it's, it's not a linear advantage.”

“It's like I'm getting way more output for the given footprint, right? So there's always room to, to improve the economies of scale, and that's one of the, uh, one of the reasons why, uh, you know, you're seeing, you saw, you're seeing so much consolidation in this business, right?”