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by hbgl 1610 days ago
In 2022, TSMC is effectively the only game in town for the latest generation of chips - and isn't letting up. Anyone who wants to "catch-up" is now stuck with the daunting prospect of spending ~100 billion dollars to re-create a commodity business.

Maybe the fact that TSMC files around 1000 patents a year has also something to do with the lack of competition.

https://www.taipeitimes.com/News/biz/archives/2021/03/15/200....