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Will the fabs have the discipline to actually use the extra cash injection wisely?
by xxpor 5y ago
Will the fabs have the discipline to actually use the extra cash injection wisely?
- monocasa 5y agoThey're the best positioned to do that, they're one of the last classic long tail, high capital investment portions of the industry. Each node is only competitive for a short while, but they have multiple nodes in the development pipeline because of how long it takes, and a misstep on a single node can devastate the whole company if you're not in the #1 spot originally. So the answer is we don't know it, depends on the management currently at the fab, but they have the right external incentive structure to handle it well.