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Friday, October 20, 2023

TSM, AAPL, AZ -- Barron's -- October 20, 2023

Locator: 45838TECH.

Link here

Back to this, answering the question I asked earlier.


Look at this:

  • Arizona: fourteen new projects announced. Just close enough to be in California without being in California.
  • Michigan: four expansions announced.
  • Indiana: six expansions announced.
  • Seattle: three expansions announced.
  • New York: four new projects; one expansion; one new project at existing facility
  • Texas: three new projects, existing facilities; three expansions
  • California: losing its cache.

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