[mnicky]

> What am I missing?

Largest production capacity maybe?

Also, market demand will be so high that every player's chips will be sold out.

[onlyrealcuzzo]

> Largest production capacity maybe?

Anyone can buy TSMC's output...

[CamperBob2]

Which I'm sure is 100% reserved through at least 2030.

[DeathArrow]

Aren't they building new fabs, though? Or even those are already booked?

[Keyframe]

Can anyone buy TSMC though?

[louiereederson]

No. TSMC will not take the risk on allocating capacity to just anyone given the opportunity cost.

[roughly]

Not without an army