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To: neolib who wrote (71404)10/10/2025 11:21:24 PM
From: Joe NYCRespond to of 72232
 
BTW, I was looking at some timelines for TSMC fab completion, and both Phase 2 and Phase 3 have the completion date as 2028. Phase 2 may accelerate to 2027. But the 3rd Phase is getting built very quickly, probably also close to 2 year completion.

If the Western companies don't expand fast enough then China is going to beat them to the extra transformer business.


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