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Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
Doug O'Laughlin
Everything, newest first — across every channel. Their profile →
Hiding
4 September 2025
22 November 2021
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korrents.com
TSMC can pass its rising costs on because at the leading edge its customers have nowhere else to go.Their words
Given the concentration of fabrication power at TSMC, customers really don’t have another option.
The Rising Tide of Semiconductor Costfabricatedknowledge.com
Nothing matches.
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