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>> Can't they just threaten to sell the space to someone else?

You mean TSMC threaten? The only other huge players willing to pay a premium for state of the art node like that are GPUs, and they just got the whole crypto mining rug pulled out from under them so they may not be interested in paying top dollar any more.



There are always people who spend tip dollar on latest GPU to play rayteacing doom in 8K 120 HZ. Or run stable diffusion

Quantity varies though.




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