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To: clspie who wrote (45553)7/29/2022 4:55:11 PM
From: neolibRespond to of 72278
 
The wording seems to be written to try and preclude TSMC and Samsung, since they both likely want to invest in more fabs in China. Intel had a NAND fab in China but that went to SK Hynix (IIRC). GF toyed with doing a fab in China, but I think they backed out.