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It wasn't razor edge in 2009, when TSMC was running a 40% utilization rate. Forecasting is hard, and when you have in recent experience a massive glut it makes
by sct202 4y ago
It wasn't razor edge in 2009, when TSMC was running a 40% utilization rate. Forecasting is hard, and when you have in recent experience a massive glut it makes companies conservative about demand forecasts and investments.
- xxpor 4y agoSee also: oil "capital discipline" right now