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TSMC Expansion Challenge in 10 Charts
- algo_trader 6y agoOne issue i dont understand is why they don't jack-up their prices. AMD/Apple charge a hefty premium for these great chips. While their most well-positioned supplier is just "doing ok?" Yeah, yeah, Asian long term relationships, pre-signed contracts, price sensitivity, building future capacity..
- throwaway4good 6y agoBecause they would like to be in business in 5 years? Incentivizing lots of competitors to invest massively in new production capacity just means that no one will be making money once that capacity comes online.