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Re:Nvidia gets 20% weighting, more investor demand; Apple de... by jhickok on Monday June 17, 2024 @05:38PM (#40711361)
TSMC already sells to those companies, so I don't think that addressed the scenario. I would imagine that other chip fabs would be able to pick up the slack, including many that are purchasing from ASML already and are on track to begin matching TSMC from a node perspective in a year or 2.

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