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by ricokatayama 1124 days ago
And this is what we call monopsony.
2 comments

The market for everything other than the cutting edge is absolutely massive. 3nm is shiny and all, but it's not what most of the world runs on.

It definitely would be nice if there were more options at the cutting edge, but it's like that for good reasons and it's not likely to change.

But "3nm" is not the only manufacturing service TSMC sells. They are selling from their other lines to lots of other customers.

What's the overall annual dollar amount TSMC sells, and of that, what percentage is Apple, regardless of the specific production line?