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  1. Apr 2023
    1. TSMC also talked about a fab cancellation and how an expansion is now no longer financially feasible. We will be sharing some of our data about TSMC’s utilization rates and how TSMC’s pricing is coming down. We dive deep into TSMC’s 3nm and 5nm ramps as there are some quite heroic assumptions that TSMC is making regarding those in the back half of the year.

      Wow, even TSMC is cancelling Fabs?