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Chip capacity shifts worldwide as new fabs move to equipment installation

  • Several subsidised projects are installing equipment, with output possible next year
  • The expansion is weighted towards mature nodes rather than leading edge
  • Skilled staff are the common bottleneck

A subsidy-driven expansion is nearing production. The question now is whether supply arriving at once will move prices.

International industry team World 1 min read 389 comments 1,024 shares

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