Germany's SGL Carbon (6, SGG) has fallen 33% since May and has yet to recover as it supplies primarily the hard-hit steel and semiconductor industries with carbon and graphite products, which include electrodes, laboratory components and furnace linings.

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An article from Larry Rulison at the Albany Times Union says that Deloitte is searching for a major semiconductor facility for an unnamed company and believes it is TSMC who would use it build components for Apple (known as Project Azalea).

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Flash memory and other semiconductor manufacturing uses equipment with a lot of similarities to the equipment used to make magnetic recording components.

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