[spankyspangler]

I could well be wrong, sorry I should not have tried to make such a strong statement I don't actually have much knowledge of recent technology nodes.

In your first link I'm struggling to see it demonstrate what you say. Actually that's more what I'm familiar with.

Obviously it's quite old though. The second link does seem to show the trend going to equipment costs and trending upward indeed. Although it doesn't seem very detailed, I suppose that first graph on the left on page 9 looks like mostly fixed costs in orange. Thanks for the link.