Comment by leoc
1 hour ago
Seemingly the AI bulls are either not sufficiently optimistic, or not sufficiently wealthy(?!), to build new fabs as joint ventures with the manufacturers in which they agree to assume most of the downside risk?
1 hour ago
Seemingly the AI bulls are either not sufficiently optimistic, or not sufficiently wealthy(?!), to build new fabs as joint ventures with the manufacturers in which they agree to assume most of the downside risk?
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