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HarHarVeryFunny • today at 3:19 PM • 1 reply • view on HN

I don't think the semiconductor business is so much like that - it's become more ingrained in them that you need to manage the business for long-term sustainability.


Replies

a34729t • today at 4:56 PM

Yeah CAPEX for semiconductors is terrifying. They cannot just handwave away large fractions of a decade, especially with the lead time for equipment.