Jon Y

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29 January 2021

Jon YKorrents 29 Jan 2021

From one piece How TSMC Might Spend $28 Billion 3 beliefs, in the piece's order there

korrents.com
TSMC raises capital spending when it believes a wave of demand is coming, rather than after the demand has arrived.

Their words

I think TSMC thinks a fat pitch is coming.

How TSMC Might Spend $28 Billionasianometry.com
korrents.com
TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead.

Their words

Unlike Chartered and SMIC, they have the power of the purse and they leverage it like few other companies can.

How TSMC Might Spend $28 Billionasianometry.com
korrents.com
TSMC's 2021 capital spending was far larger than the industry expected, and the size of the jump was the news rather than the profit.

Their words

Well, this $20 billion in retrospect was far too little.

How TSMC Might Spend $28 Billionasianometry.com

9 January 2021

Jon YKorrents 9 Jan 2021

From one piece TSMC, Briefly Explained 3 beliefs, in the piece's order there

korrents.com
TSMC exists because Morris Chang concluded that competing with Intel on Intel's own business model was guaranteed to fail.

Their words

Adopting the traditional semiconductor manufacturing business model to compete head to head against the likes of Intel would guarantee automatic failure.

TSMC, Briefly Explainedasianometry.com
korrents.com
Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly.

Their words

This leaves just TSMC, Intel, and Samsung Foundry as the last competitors in the industry capable of doing work at the leading edge.

TSMC, Briefly Explainedasianometry.com
korrents.com
Rising cost, not lost skill, is what drove all but three firms out of leading-edge chip manufacturing.

Their words

But over time things got more and more expensive and people started dropping out.

TSMC, Briefly Explainedasianometry.com

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