... any post-earthquake statement...?
I'm not worried about those at all, since according to TSMC's own statements the "boutique" fabs (where they manufacture the expensive stuff) have completely recovered. I'm rather worried if possible demand from IHVs could be higher than the actual capacities.
***edit:
https://translate.google.de/transla...a-geforce-pascal-till-computex-2016&sandbox=1
smells like a possible paperlaunch, my gut feeling doesn't indicate though if we'll have any woodscrew moments or not....
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