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Tsmcs r&d spend has been equivalent to Intel's for the last decade. TSMC did a great job, most particularly on EUV introduction. I don't think wall street care
by brennanpeterson 6y ago
Tsmcs r&d spend has been equivalent to Intel's for the last decade. TSMC did a great job, most particularly on EUV introduction.
I don't think wall street cares about outsourcing, except as a potential savings. The hollowing out is real, but it is fixable.
It will take a really different approach, though.
- mensetmanusman 6y agoActually trying to fulfill an order might not be bucketed under ‘r&d’ spend for finance/business. Every order is an experiment for yield improvement.
- danielEM 6y agoHuh, barelly who knows that TSMC buys all the equipment in Europe, in Netherlands, EUV is not an effect of TSMC R&D