causal claim
Because fab costs are largely fixed, each additional percentage point of utilization can add disproportionately more revenue.
Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026
In their words
The transcript segments this claim was taken from
“And so what that means is every extra percentage of utilization is, is adding far more in, in sort of, uh, in revenue.”54:06Report a misattribution
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