zlacker

>>tedsan+(OP)
Last year, sama goal was 5 to 7T. Now he is going with 100B, with option for another 400B. Huge numbers, but it still feels like a bit of a down turn.

>>patall+X3
I think that coming down from 5T to 0.5T means that TSMC cannot be reproduced locally, but everything else is on the table. At least TSMC has a serious roadmap for its Arizona fab facility, so that too is domestically captured, although not its latest gen fab.