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  1. R

    Interesting notes from the TSMC Q2 2018 Call

    Daniel I agree with your view that EUV will not be widely used in HVM until 3nm. I think Apple is unlikely to use N7+ for 2019 iPhones. Apple Clouds ASML Earnings Forecast - Barron's FINFET is likely to run out of steam at 5nm especially for high performance. TSMC mobile customers...
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