@WuMacus I meant floor to be around 100*, not 140. Well outperform TSM, no, I donโt think that was to happen anytime time soon but could they become the second foundry of choice, I donโt see why not. I think itโs a combination of time of the year, dilution, no customer announcement yet
@WuMacus I didnโt expect it to hold after falling this low. Expected the floor to be around 140, alas market had other plans. I guess itโs designed to be this way. Also looks like capex hike ainโt slowing down anytime soon.
@Alex_Intel_ Starting to get pretty painful again tbh, considering all the hirings that are happening for OH, why canโt they come out and say they have locked in customers if they have (TSMS prolly already has the intel on this anyways) Perhaps waiting for the mid terms?