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Andrew Schmitt » Comments » CNXT
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Semis With Highest, Lowest Production To Sales Ratio [View article]
Big error here. The production effect and the impact on gross margin applies only to companies that own their fab. Fabless companies do not see Gross margin move as 2000 wafers from TSMC costs the same as 1500.
You need to remove all fabless revenue to make this a meaningful study.