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If this deal is real, It makes a ton of sense. TSMC gets another bidder for its 5nm fab, which affects their pricing power versus bigger 5nm clients. In other
by totalZero 6y ago
If this deal is real, It makes a ton of sense.
TSMC gets another bidder for its 5nm fab, which affects their pricing power versus bigger 5nm clients. In other words, TSMC makes more money both through increased fab utilization and through price elasticity of demand, while Intel gets to squeeze the gross margins of AMD and Apple.