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Tsmc might be good for the fab business. Broadcom very very bad for everything else. Broadcom historically doesn’t acquire, it kills.
by m4r1k 2y ago
Tsmc might be good for the fab business. Broadcom very very bad for everything else. Broadcom historically doesn’t acquire, it kills.
- reginald78 2y agoYes, there won't be an Intel when they're done. Previous customers will be using AMD x86 or ARM after suffering being screwed by Broadcom for a few years.
- nsteel 2y agoFab-wise, presumably they'll just gobble up the sites and equipment. Maybe some of the next-gen tech is interesting. But then we'll be left with less competition in the fab industry. This is very unlikely to be good news for anyone other than TSMC shareholders.
- lotsofpulp 2y agoHistorically, Broadcom has done even better than TSMC for its shareholders. 5 year annual return is 56% for Broadcom and 33% for TSMC 10 year annual return is 40% to 27% 15 year annual return is 41% to 26% https://dqydj.com/stock-return-calculator/ https://dqydj.com/stock-return-calculator/
- nsteel 2y agoThat might be true, no idea, but I was actually making a point about the rapidly diminishingly fab competion and what that's going to mean for customers (and consumers).
- deleted 2y ago[deleted]