The capital intensity of chip industry is staggering. 5 big spenders, not including intel, are currently spending $35 bn (entire

The capital intensity of chip industry is staggering. 5 big spenders, not including intel, are currently spending $35 bn (entire value of Chip Act credits) PER QUARTER! In 3 MONTHS!
ft.com/content/779059… https://t.co/KgIitwSM80

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