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Re:ASML dethrones Applied Materials, becomes largest fab too... by tester756 on Wednesday February 21, 2024 @03:56PM (#39459432)
Wasnt it recently announced that Nvidia will use Intel's foundry? At least for Advanced Packaging
Re:ASML dethrones Applied Materials, becomes largest fab too... by micwag on Wednesday February 21, 2024 @06:03PM (#39460869)
That would only replace TMSC. Zeiss and ASML would be still in the supply chain.