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Who were those others in point 2)? That's the question. Either they would want the capacity either way, or it's some kind of customer induced by temporarily re
by KptMarchewa 6y ago
Who were those others in point 2)? That's the question.
Either they would want the capacity either way, or it's some kind of customer induced by temporarily reduced prices, so price sensitive.
- ksec 6y agoSpecific to Bigger ( Older ) Node, they have been in very tight Supply for a fairly long time. Possibly going back to 2018. Fab has been built but still not catching up with demand. So when there are capacity to be filled. People grab them.