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TSM has made Semi Fabrication the ultimate contract business

A

Arthur Hanson

Well-known member
TSM changed the entire chip fabrication business from in house to contract manufacturing and I see this structure only expanding in the future due to its inherent efficiencies in time, cost and technology only expanding further. Intel is an ideal example of this trend and the disruption it is bringing to the tech world. The question before us is will AI/ML become the next industry to become a contract dominated business due to the efficiencies of the contract model? Will the robotics field follow this model of a few firms dominating the production of robotic systems? Any comments on this sought and welcomed. Thanks
 
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