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by alephnerd
621 days ago
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> Manufacturing chips is extremely profitable It only became profitable NOW in the last 2-3 years. Before that, foundry after foundry was shutting down or merging. TSMC, UMC, Samsung, Intel Foundry Services, and GloFlo are the last men standing after the severe contraction in the foundry model in the 2000s-2010s due to it's extremely high upfront costs and lack of moat to prevent commodification. |
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