and foxconn will build a super plant in mexico to meet the blackwell demand... they'll have to order tons of asml equipments... asml is not as bad as people think, in foreseeable future.
tsm said they will expand their production by 50% in 2025
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EUV早在年初就被禁止卖给中国了,所以这个下降是中国以外的市场
-三心三意-
♂
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10/15/2024 postreply
16:43:00