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Fab-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 competitio
by nsteel 2y ago
Fab-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).