https://overcast.fm/+FhW9vB5_k/0:25
Interesting podcast about supply crunch in semi production. I am presuming that this could be the reason why WBT is being delayed to get to production contract, as Fabs are at their production limit with restocking of in production chips? Not sure if it is more nuanced than this. If any posters can clarify it would be valuable to holders.
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