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![techfund1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1356621924919615489.png) Tech Fund [@techfund1](/creator/twitter/techfund1) on x 11.2K followers
Created: 2025-07-18 17:32:06 UTC

@smart_kai_ A lot is being transferred over, but N2 and N3 are much more semicap intensive - thats why capex is moving up so much


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