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Another fair point, but I would think the semi industry (at least the segment that TSMC plays in) would be about the most advanced, least fungible good in the h
by silverquiet 3y ago
Another fair point, but I would think the semi industry (at least the segment that TSMC plays in) would be about the most advanced, least fungible good in the history of the world; they can literally only be made by that company. It’s somewhat akin to commercial airliners - despite Boeing occasionally forgetting to fasten the doors to the fuselage, they have no shortage of orders because there are only two companies that can build these planes, with I think much of the assembly done in the US or EU. Essentially these things sit at the very apex of the world’s current manufacturing capability.
- FirmwareBurner 3y ago>at least the segment that TSMC plays in) would be about the most advanced, least fungible good in the history of the world; they can literally only be made by that company Not really. The margins Nvidia earns designing their chips are far higher than what TSMC earn fibbing them. TSMC actually has coemption. Samsung are only one node behind which is just enough to drive price competition down. Meanwhile Nvidia has no competition. You wanna be where Nvidia is, not where TSMC is. OF course, this might change in the future either way.