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These articles written by financial outfits always miss the nuisance as a rule. Isn’t BPD coming immediately after for TSM? They are just making sure they get GAA down first because until like Intel they have customers banking on and expecting high volume shipments.
Wasted money. As long as the CCP insists on being openly hostile and confrontational or the world stage this investment will go nowhere. Who's going to use Chinese fabs outside of China? The domestic market isn't big enough to support a competitor to Intel, Samsung, and least of all TSMC. Semis...
Morris hasn’t been involved for some time and TSMC is doing better then ever. Also the subsidy game is irrelevant. The CHIPS act is $39 billion for all chip manufactures spread over 10 years and is a once in a generation initiative. TSMC spends $30+ billion plus in capex each year by itself...
Agreed. I want to see competition in the market because it will make everyone better, TSMC included. But TSMC is not getting replaced or unseated as #1 in our lifetimes (my opinion). The economies of scale is just unfathomably large for them. Never mind the open ecosystem, institutional...
I think many of us here would be more qualified in modelling a fab build out plan than Sam. I get the feeling he’s really strayed from his lane here lol.
Could not disagree more. Intel is mortgaging the future. They are splitting profits 51%/50% with brookfield to build out some fabs, and taking on all these costs with partnerships/middlemen. How are they going to compete with TSMC when return on equity is going to be eaten all along the way? I'm...
Disagree. TSMC has a price advantage because of their ecosystem and the fact so much r&d gets down outside of TSMC. Apple r&d doesn’t show up on TSMCs balance sheet but it sure as hell makes a big difference as far as pushing things forward. TSMC also has a scale that’s hard to imagine and...
