16055153 TMW1986 : Baba designed its own chip, but Baba cannot manufacture chips, so Taiwan Semiconductor is the foundry. Therefore, if Taiwan Semiconductor does not produce, Baba cannot obtain chips, because the defect rate of Semiconductor Manufacturing International Corporation's process below 7 nanometers is extremely low, and the failure rate is also high, so basically cannot produce below 5 nanometers.

16055153 : Stopped purchasing Intel, Samsung postponed orders, asml still has confidence to raise prices, Dreaming too beautifully.