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TSMC
Acquired
Switching Costs
Before t s m c and the pure play foundry model, if you were trying to get some excess capacity, rent it from another id m. You can't just call up global foundries and be like, hey, om portand over expect my business on monday. That is the biggest. Ifit wanto top to with process power, yup, in my opinion. Switching costs? Well, it's funny. Now there are huge switching you can't switch t s m C, no, unless you're gong to stop being on the leading edge.
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