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Semiconductor fabrication is winner takes all. Intel won. Everyone else but TSMC gave up in logic. Samsung mostly focused on memory. TSMC got Apple as a cus
by urthor 3y ago
Semiconductor fabrication is winner takes all.
Intel won.
Everyone else but TSMC gave up in logic. Samsung mostly focused on memory.
TSMC got Apple as a customer.
Intel choked its lead by paying outrageous dividends and cutting R&D expenditure.
TSMC has done well. They've also done a Steven Bradbury.