Hi mate , very true. I'm just thinking that with chip shortage most fabs might choose to not stop production line which is making money, even if they could retool fairly easily. If you were a Fab , and you were looking to build a new FAB or two , maybe you'd sign up WBT reream for the new ones. While you keep existing prod lines running and cash coming in. I guess it depends on their backlog .
Hi mate , very true. I'm just thinking that with chip shortage...
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