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> competitors are getting squeezed by fabs playing supply side economic games. Curious, what games are you referring to? The fab business is fairly direct and
by dev_tty01 4y ago
> competitors are getting squeezed by fabs playing supply side economic games.
Curious, what games are you referring to? The fab business is fairly direct and open. One of the truer supply and demand situations.
- donmcronald 4y agoI think a company like TSMC is in a fantastic position to manipulate the supply end of the industry to benefit themselves at the expense of the demand side. Just because they aren’t doing it right now doesn’t mean it’s going to stay like that forever. I feel like the demand is going to be hard to satisfy for a long time and the inevitable outcome will be a handful of fabs demanding big premiums. It’s pure speculation, but I think Intel owning their fabs makes them a safer bet than AMD relying on TSMC.