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Comment by MrBuddyCasino

2 months ago

> That's not normal market dynamics.

It is, in fact, normal market dynamics.

It's normal market dynamics for markets dominated by quasi-monopolies, which is why regulation should have prevented the existence of such markets.

  • I don't buy that it's because of the monopoly. TSMC has been starting a fab for close to 5 years.

    It doesn't matter how many companies are in this market, it takes a real amount of time to add capacity.