Comment by mnicky
7 days ago
> What am I missing?
Largest production capacity maybe?
Also, market demand will be so high that every player's chips will be sold out.
7 days ago
> What am I missing?
Largest production capacity maybe?
Also, market demand will be so high that every player's chips will be sold out.
> Largest production capacity maybe?
Anyone can buy TSMC's output...
Which I'm sure is 100% reserved through at least 2030.
Aren't they building new fabs, though? Or even those are already booked?
Can anyone buy TSMC though?
No. TSMC will not take the risk on allocating capacity to just anyone given the opportunity cost.
Not without an army