this post was submitted on 20 Jul 2023
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[–] DefiantTostada@lemmy.world 4 points 1 year ago

The wafer equipment market has more US roots than the fab market, as many tools are designed here (even if built in Asia). Their supply chains are different than TSMC/Samsung and less localized to "home country only". Also, TSMC was bringing their supply chain with them for AZ.