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AFAIK, the bare wafers. The one major manufacturing facility slowed down because orders dried up and it takes them a long while to re-speed back up. No dies, nothing to grow chips on and JIT sucks on error recovery for critical parts, particularly when they are long lead expensive.
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casual notes from the underground:There are some "experts" out there that in reality don't have a clue as to what they are doing.
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