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But can your initial proposition also be true (or is it strongly true in any useful sense) in the face of the second statement?


Yes. The politicians constantly talk about the advanced process and Apple. They talk about cutting edge and not the logistical chain. The fear is denial of the advanced process fab.


This should still be able to cover a lot of the shortages we see in manufacturing. I suppose a lot of the concerns motivating this are in that space more than ensuring a continuous supply of bleeding edge silicon.




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