tencentshill
14 hours ago
How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?
choilive
14 hours ago
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
0cf8612b2e1e
13 hours ago
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.