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Can you explain what you mean when you say that TSMC 'peaked during the pandemic'?
by cannaceo 6y ago
Can you explain what you mean when you say that TSMC 'peaked during the pandemic'?
- spyridonas 6y agoI think he means technical achievements (5nm,7+?) occurred increasing the demand by the companies for new nm, and at the same time the pandemic increased the demand
- lostlogin 6y agoWouldn’t that be lucky, rather than unlucky? And who says TSMC has peaked? Surely it’s best for everyone if Intel are kept under pressure.
- Buraksr 6y agoI took ıt to mean that theır completive advantaged was mıtıgated because of the pandemıc. Normally wıth thıs lead TSMC would make much more than Intel, SMIC, ect., but because of the demand by the pandemıc all companıes are makıng more and very busy. Lıke ın a normal year TSMC would make lots and competıtors fabs would be more empty
- rytill 6y agoIt’s very likely the parent was referring to market cap. See TSM’s market cap over the past year. I don’t really understand the comment though.