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TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness
April 20, 2023, 12:38 p.m. | Dylan Patel
SemiAnalysis www.semianalysis.com
advanced advanced packaging assumptions automotive low packaging risk tsmc
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