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by karmicthreat
1036 days ago
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It can be something more than TSMC being seized. It could be that he sees TSMCs share of the market going down over the long term. Which it probably will. Many governments are pretty unhappy with dominance of TSMC. The US in particular is dumping some money out there to onshore chip manufacturing. It reasons that this will probably eventually result in some shifting in the market. |
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