|
|
|
|
|
|
by pbronez
1964 days ago
|
|
|
Great analysis, thanks! This explanation of the TSMC is bottleneck is very useful context to understand the $28B capital plan they announced earlier this month: https://www.bloomberg.com/news/articles/2021-01-14/tsmc-prof... That money is supposed to build a new US-based fab, among other things. I’m very glad to see that, but it does seem hard to scale up manufacturing capacity at the highest performance levels. Perhaps there will always be a single “best” fab globally, which makes all the top-end products for everyone and commands way higher prices than everything else, while inspiring hand-wringing about risk concentration. |
|
|