Record · corpus.blog/posts/01a0cac1-6474-7349-9475-ff3313df1a9d

TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness

SemiAnalysis · published 20 April 2023

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