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Comment by seizethecheese

6 days ago

If true, TSMC would command much higher margins. Their net revenue is a fraction of Nvidia or Apple

2 comments

seizethecheese

Reply

trenchpilgrim  6 days ago

TSMC's business is much higher risk, each improvement to manufacturing process is a massive investment that's never a guaranteed success.

tyre  5 days ago

TSMC is famous for not taking margin when they could. It’s part of their strategy.

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