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Message: TSMC. Pouring billions into fabs, including a fab in USA

I think his point is that with the concern there has been lately about Taiwan RE: China, it should be a plus that Taiwan Semi is spreading its footprint to the US. It means they are working to mitigate their own risk of proximity to a hostile power. And it also means that the supply chain is that much more secure. That can only be a good thing for POET.

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