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Besides with the attacks happening right now on commercial ships in Gulf of Aden. It could become very expensive to bring anything out from these fabs or providing raw material

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Semiconductor products tend to have quite a high $$/weight ratio; air transport might be a reasonable backup plan.

it's not just $/weight, but also short shelf life

Which semiconductor materials are perishable? Are they using some unstable chemicals or something?

obsolescence, newer higher performing models come out frequently

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