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I think we are lucky that AI, and some National Security concerns means we have money pouring into Foundry business. We now have a decent roadmap all the way up
by ksec 2y ago
I think we are lucky that AI, and some National Security concerns means we have money pouring into Foundry business. We now have a decent roadmap all the way up to 2035, around A5 or A3. At least according to my model we manage to extend the cycle by 10 years.