I've thought the same. It seems to me that they don't use their moat to really drive price. I don't know if it's cultural or what, but they could easily extrac

I've thought the same. It seems to me that they don't use their moat to really drive price. I don't know if it's cultural or what, but they could easily extract higher prices given their position. I seriously doubt Apple, AMD or NVDA would walk to another fab and give up a huge performance edge in their offerings. While TSMC's gross margins are 60% which is already quite high, their customers also have close to 50% margins... which implies room for higher chip prices