“which by the way, once you have proprietary packaging…” — Acquired at 2:42:11
“which by the way, once you have proprietary packaging, that it's even harder for customers to go and double-source, double-manufacture elsewhere. They have a similar technology for packaging of mobile chips that doesn't use co-hosts. But it seems like this is a market where those in the lead are only going”
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2:47:53