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VeeCee

04/22/15 4:32 PM

#140473 RE: fastpathguru #140472

No one is ignoring changing facts. Keep in mind 14nm yields have improved over time. With improving yield you will need less capacity of at 22nm and adjust your capacity on 14nm. Yes demand has effect as well. No one denies that.
Putting all these factors, the reduced spending on capex is insignificant.