The SOX is up, the IC sales/orders ratio is trending positive, VLSI Research estimates 4% Q3 growth and now bellwether TSMC is hiking capex from $9/10 billion to $9.5/10.5 billion. What’s more, TSMC says it will maintain its annual capex at over $10 billion for the next three to five years. TSMC CFO Lora Ho …
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