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DruidElf44

05/25/24 7:25 AM

#191843 RE: Dead On Arrival #191841

When that happens we're all monumentally fucked :-D

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).