[m4r1k]

Tsmc might be good for the fab business. Broadcom very very bad for everything else. Broadcom historically doesn’t acquire, it kills.

[nsteel]

Fab-wise, presumably they'll just gobble up the sites and equipment. Maybe some of the next-gen tech is interesting. But then we'll be left with less competition in the fab industry. This is very unlikely to be good news for anyone other than TSMC shareholders.

[lotsofpulp]

Historically, Broadcom has done even better than TSMC for its shareholders.

5 year annual return is 56% for Broadcom and 33% for TSMC

10 year annual return is 40% to 27%

15 year annual return is 41% to 26%

https://dqydj.com/stock-return-calculator/

[nsteel]

That might be true, no idea, but I was actually making a point about the rapidly diminishingly fab competion and what that's going to mean for customers (and consumers).

[reginald78]

Yes, there won't be an Intel when they're done. Previous customers will be using AMD x86 or ARM after suffering being screwed by Broadcom for a few years.