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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers
Created: 2025-07-25 10:45:30 UTC

The automotive semi market remains weak (or flat at best), and given the accelerated production and construction timelines for TSMC’s P2 and P3 fabs in AZ, any potential delay or postponement of ESMC and JASM should not come as a major surprise.


XXXXX engagements

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