TSMC is considering building fabs dedicated to single customers.
"Now it makes complete sense to dedicate a whole fab to just one customer and hold that - to hold fabs in fact to just one customer, " Morris Chang, CEO of TSMC, told his Q2 results meeting, " there are customers that are getting bigger and bigger. So it makes sense that we dedicate a whole fab or even more than a whole fab to just one customer."
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