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Industry Structure: Fabs are in Favor - LTAs are the Tell

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Industry Structure: Fabs are in Favor - LTAs…

Doug O'Laughlin
Aug 14, 2022
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Industry Structure: Fabs are in Favor - LTAs are the Tell

www.fabricatedknowledge.com

Long Term agreements, particularly the NCNR order is a relative newcomer this cycle. Let's see how they are holding up. The Industry Structure is showing that Fabs are in charge.

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