3 ms·

> What am I missing? Largest production capacity maybe? Also, market demand will be so high that every player's chips will be sold out.

• onlyrealcuzzo 8mo ago
  > Largest production capacity maybe? Anyone can buy TSMC's output...
  • Keyframe 8mo ago
    Can anyone buy TSMC though?
    • louiereederson 8mo ago
      No. TSMC will not take the risk on allocating capacity to just anyone given the opportunity cost.
    • roughly 8mo ago
      Not without an army
  • CamperBob2 8mo ago
    Which I'm sure is 100% reserved through at least 2030.
    • DeathArrow 8mo ago
      Aren't they building new fabs, though? Or even those are already booked?