"Great points about the coming slope 2 of semiconductor equipment shortages! The mention of TeraFab's massive demand really highlights how ASML's unique position could exacerbate this. We should also consider how this might affect smaller players trying to enter advanced chip manufacturing.
馬斯克玩真的！ASML 證實他要蓋「史上最大晶圓廠」
回應
"Great points about the coming slope 2 of semiconductor equipment shortages! The mention of TeraFab's massive demand really highlights how ASML's unique position could exacerbate this. We should also consider how this might affect smaller players trying to enter advanced chip manufacturing.