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Parents Comment >> People talk a lot about TSMC and the bleeding edge business(computers, phones), but that's just one part of it, but there's a whole industry

Parents Comment >> People talk a lot about TSMC and the bleeding edge business(computers, phones), but that's just one part of it, but there's a whole industry of embarked software that will likely be much bigger. Your comment >> TSMC literally has an entire paragraph in parents comment that addresses it. That looks like a single sentence, not an entire paragraph... And it's a paragraph without supporting evidence. No shocker c7DJTLrn wasn't convinced about parent commenters weak claim.

rowanG077 3y ago
The sentence is obviously delineated by two newlines. A paragraph made of a single sentence. The paragraph is so obvious that I would never expect anyone to question it. TSMC is a mere 12.5% of global semiconductor market in 2022.
- reisse 3y ago
  There is no global semiconductor market. Saying it exists is the same thing as saying that global vehicle market exists and Boeing competes with Ford in making the best selling vehicle. There is, however, "consumer chips foundry market", which is dominated by TSMC with 55%+ market share. And TSMC's market share is limited only because of their production capacity.
  - rowanG077 3y ago
    A vehicle is a finished good. A semiconductor is a semi-manufacture. Comparing it to a finished good with an end-user purpose is nonsensical. You could compare the global semiconductor market to, for example, the global steel market.
    - simne 3y ago
      Semiconductor market is PARTIALLY finished good, if we consider creators market (gigs economy), where sell microcontrollers (RPI2040), and some other semiconductors. It is market of small series custom devices, prototypes (like Oculus Rift), aftermarket upgrades, like cars tuning. Yes, creators market is not too large, total number of sells just around million, but it exists. BTW it is interest question, how large part of steel market also belong to creators market, if it is larger than semiconductor creators market.

rowanG077 3y ago

The sentence is obviously delineated by two newlines. A paragraph made of a single sentence. The paragraph is so obvious that I would never expect anyone to question it. TSMC is a mere 12.5% of global semiconductor market in 2022.

reisse 3y ago
There is no global semiconductor market. Saying it exists is the same thing as saying that global vehicle market exists and Boeing competes with Ford in making the best selling vehicle. There is, however, "consumer chips foundry market", which is dominated by TSMC with 55%+ market share. And TSMC's market share is limited only because of their production capacity.
- rowanG077 3y ago
  A vehicle is a finished good. A semiconductor is a semi-manufacture. Comparing it to a finished good with an end-user purpose is nonsensical. You could compare the global semiconductor market to, for example, the global steel market.
  - simne 3y ago
    Semiconductor market is PARTIALLY finished good, if we consider creators market (gigs economy), where sell microcontrollers (RPI2040), and some other semiconductors. It is market of small series custom devices, prototypes (like Oculus Rift), aftermarket upgrades, like cars tuning. Yes, creators market is not too large, total number of sells just around million, but it exists. BTW it is interest question, how large part of steel market also belong to creators market, if it is larger than semiconductor creators market.