That's a brutal double whammy of a delay to the vaunted N3 production fab in Arizona to 2025 and a drop in its projected revenue.
  • DefiantTostada@lemmy.worldEnglish
    4·
    2 年前

    The wafer equipment market has more US roots than the fab market, as many tools are designed here (even if built in Asia). Their supply chains are different than TSMC/Samsung and less localized to “home country only”. Also, TSMC was bringing their supply chain with them for AZ.