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by seizethecheese 227 days ago
If true, TSMC would command much higher margins. Their net revenue is a fraction of Nvidia or Apple
2 comments
trenchpilgrim 227 days ago
TSMC's business is much higher risk, each improvement to manufacturing process is a massive investment that's never a guaranteed success.
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tyre 225 days ago
TSMC is famous for not taking margin when they could. It’s part of their strategy.
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