Aziq
07-22

Great article, would you like to share it?

@Samlunch：
$Taiwan Semiconductor Manufacturing(TSM)$ Invest in the Winner. Ignore the rest. This kind of market share is unassailable. They get the revenue > they get to splurge on capex and R&D > they stay the winner The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against
$Taiwan Semiconductor Manufacturing(TSM)$ Invest in the Winner. Ignore the rest. This kind of market share is unassailable. They get the revenue > they get to splurge on capex and R&D > they stay the winner The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against

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