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Re: Dead On Arrival post# 191841

Saturday, 05/25/2024 7:25:33 AM

Saturday, May 25, 2024 7:25:33 AM

Post# of 195861
When that happens we're all monumentally fucked big smile

Silicon photonics will not be a concern (there's good capacity in the US, EU and other parts of Asia), but for CMOS that's a huge exposure, which is why TSMC is busy building fabs outside Taiwan (incl. a $40B investment in Arizona if I'm not mistaken).

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