4 ms·
so we are heading to the next over-invested semiconductor cyle?
by est 4y ago
so we are heading to the next over-invested semiconductor cyle?
- mensetmanusman 4y agoIf we can leverage over investment into bountiful supply with low costs, that could be the best of both worlds.
- totalZero 4y agoWe are headed to a regime where more redundancy has to be baked into the fabbing business so that Taiwan can go offline (if/when China invades) without making phones and computers and datacenters completely un-upgradeable.