Comment by ksec

>They can each give TSMC $10b now in cash and guarantee themselves wafers in 2-3 years that it takes to bring a new fab online.

This has always been the case. And the article is not well written, but generally speaking everything written about TSMC or any sort of manufacturing has been wrong most of the time.

Just ask Intel on what happen if they overbuilt capacity and their node didn't work. The most expensive Fab isn't the most advance one, but the empty one.

As a matter of fact, if everyone wants it so bad TSMC could bring up a whole new foundry within 18 months. With lots of pre-planning and assuming Taiwan Government in full support. The trouble is not a single big tech company are willing to bet it all by themselves either. Not until now.