5 ms·
You need to read the transcript more carefully.
by throwaway4good 6y ago
You need to read the transcript more carefully.
- account42 6y agoMaybe you could quote the parts of the transcript that you think support your assertions.
- throwaway4good 6y agoCancellation of production facilities at TSMC due to Huawei/HiSilicon ban: "... as clearly our key foundry customer came back and said, listen, our key customer for N3 is now blacklisted. So we cannot ship. So we need to adjust our 2021 outlook for EUV systems." Could sell more had it not been for the US sanctions: "... but clearly see potential upside to these numbers where we can disregard any further impact of export control regulations resulting from the current geopolitical situation." The CEO is business person and for him to do any kind of politics or worse geopolitics would hurt his business. So he clearly cannot just say: "Listen, let us sell a bunch of these bad boys to the Chinese and the chip shortage will be a thing of the past in 6 months." Even though that just might be the case.