Higher extraction margin also means it is more worth DYI which creates another competitor long term. It is sort of an auction for the leading one. "Only one able to produce them at the same cost/with this delay." Change the cost and others may run their numbers and decide. "Get our rivals and backers on the phone and see if they are willing to fund a shared fab - together we can probably reduce our expenses fifty percent long term but we can't afford it on our own."