5 ms·
"In his personal opinion—not necessarily that of TSMC—it is going to take two to three years to bring new fabs online to resolve the situation."
by WithinReason 5y ago
"In his personal opinion—not necessarily that of TSMC—it is going to take two to three years to bring new fabs online to resolve the situation."
- jaywalk 5y agoGiven his position within the company, I'd say that his personal opinion holds quite a bit of weight.
- nickff 5y agoMy understanding is that presenting 'official positions' outside of shareholder meetings and disclosures can cause legal issues. He may be stating that it's a personal opinion to avoid that issue. https://www.investopedia.com/terms/r/regulationfd.asp https://www.investopedia.com/terms/r/regulationfd.asp
- shmerl 5y agoThat's from now or from the beginning of that construction?
- WithinReason 5y agoFrom now: https://www.techpowerup.com/292492/tsmc-r-d-svp-expects-chip-shortage-to-persist-until-2024-2025 https://www.techpowerup.com/292492/tsmc-r-d-svp-expects-chip...
- shmerl 5y agoThat's worse than I though. Quite a long wait.