Surprisingly few people engage with the main points of the article. It is pointed out how much money are spent, but the article is about how profitable those fabs will be. The author is conservative in judgments, but they ask a few questions worth considering, mainly: are the fabs big and efficient enough to offset the slower build, which is also more expensive, for lower volumes of production.
I think most of us only can reply to the first paragraph or so, and the first plot, because of the paywall. So most of the conversation is about the headline.
Below extension will be useful