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I think people give too much importance to being 1-2 generation ahead. Even if TSMC dies(slowly), it won't affect the world too much if Samsung continues to sta
by YetAnotherNick 2y ago
I think people give too much importance to being 1-2 generation ahead. Even if TSMC dies(slowly), it won't affect the world too much if Samsung continues to stay one generation behind with Intel likely joining them.
- namaria 2y agoTSMC has a massive 65% of the market. There is no way Samsung or any other player can plug that whole in terms of sheer capacity before a quite long investment cycle.
- YetAnotherNick 2y agoI think funding won't be a problem. Every country and investor would want to fund next TSMC. In last 10 years TSMC production capacity increased by 5x. There's no reason why 10 years is not enough for Samsung[1]. [1]: https://www.nextplatform.com/2022/10/13/tsmc-the-leading-indicator-for-an-entire-industry/ https://www.nextplatform.com/2022/10/13/tsmc-the-leading-ind...