[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).