1) What are the differences in roles of TSMC/Global foundries in the CPO supply chain?
2) What are the differences in CPO supply chain between Nvidia vs Broadcom?
3) What are the roles of different players in the supply chain, like TFC, Fabrinet, FOCI in Taiwan etc. and also non China players like Senko, Corning, Anristsu?
4) What are the differences in machine used in CPO, for example between ficonTec and Allring in Taiwan?