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Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance

Daniel Nenni said:
No way does TSMC packaging margins align with the corporate 55-60% margin but I'm sure it is more than the 15% industry packaging average. I did hear that TSMC packaging revenue is steadily increasing and may hit 10% of total revenue. CoWos is all the rage these days, especially at N3 and who doesn't use TSMC N3? Go TSMC!
Click to expand...

Doesn't TSMC basically have a captive audience with advanced packaging at this stage? Couldn't they generate a pretty high margin for some of the packaging they do?
 
Xebec said:
Doesn't TSMC basically have a captive audience with advanced packaging at this stage? Couldn't they generate a pretty high margin for some of the packaging they do?
Click to expand...

Does this benefit the paying public who are ultimately the end user.

What is the point for TSMC to completely turn over their customers?

Or they gonna get extra margin out of their own suppliers?

Wouldn't the industry operate better if it was complimentry as opposed to constantly looking to squeeze down?
 
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