[jhh]

Makes a lot of sense to me. Intel's production cannot keep up and so it's only TSMC and Samsung with a big gap. I think some people will be surprised when TSMC starts taking more and more of the profit from the value chain in the next few years.

[nine_k]

TSMC already help themselves without shyness, at nearly 45% margin: https://www.macrotrends.net/stocks/charts/TSM/taiwan-semicon...