$Taiwan Semiconductor Manufacturing(TSM)$ Let’s do another simple calculation. Among the three major wafer fabs, TSMC’s revenue is about 10 tiles, and Samsung’s is about 3 tiles. So if the boss stops production, the supply and demand balance is broken. The original demand for 14 units = the supply of 14 units. , the supply of 4 units is now needed to satisfy the demand of 14 units. Considering the low price elasticity of chips, the price increase should be on the order of 10 to 100 times.
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