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Kaibigan

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- KaibiganKaibigan
  ·2023-03-24
  ok
  @BarbaraWillard：
  Is TSMC not so good for small fabless companies? Ambarella, a maker of auto and IoT chips, says it gets a better service and the price at Samsung. Says Samsung pricing helps it maintain high gross margins. $Ambarella(AMBA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Samsung Electronics Co., Ltd.(SSNLF)$ FWIW, TSMC gets 80% of its revenue from top-10 customers. Highly concentrated. Smaller companies have less leverage at TSMC it seems but that is to be expected.
  Is TSMC not so good for small fabless companies? Ambarella, a maker of auto and IoT chips, says it gets a better service and the price at Samsung. Says Samsung pricing helps it maintain high gross margins. $Ambarella(AMBA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Samsung Electronics Co., Ltd.(SSNLF)$ FWIW, TSMC gets 80% of its revenue from top-10 customers. Highly concentrated. Smaller companies have less leverage at TSMC it seems but that is to be expected.
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- KaibiganKaibigan
  ·2023-03-18
  Is unprofitable price wars over？
  As content costs have risen and continue to invest in the quality of our service, Google are updating our price to keep bringing the best possible service. Google will also lower the price of an add-on to access higher-resolution 4K streams from $20 per month to $10 per month, according to the email Google's decision to raise price of its over-the-air subscription for cord-cutters follows similar moves by competing online streaming services, including Disney Apple, and HBO. $Alphabet(GOOGL)$ $Apple(AAPL)$
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  Is unprofitable price wars over？

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