I think OP is saying that TSMC is saying “Okay auto manufacturers, we don’t want to manufacture chips that meet all of your requirements when we have so much order volume, so you’ll have to drop the requirements or find a different fab.” So the auto industry making their own fabs is exactly what TSMC wants them to do.
If the auto manufacturers don’t want chips to be part of their core competencies, then they’ll probably need to go back to building cars like they did thirty years ago.
