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S1E30: How The Rise Of AI Will Affect Taiwan's Semiconductor Industry
Startup Island TAIWAN Podcast
Gaussian Fabric: A Negative Downturn in the Semiconductor Industry
TSMC's Gaussian fab is in a really interesting space, right? So last year we mentioned how they were already canceling tool orders. We talked about that that was largely driven by a decrease in demand for 7 nanometer. And so it's negative for one firm But the other firm is gaining massively because they are working with TSMC.
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