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How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?
by tencentshill 7mo ago
How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?
- choilive 7mo agoProbably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
- 0cf8612b2e1e 7mo agoDidn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.