Kaibigan
2023-03-24

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@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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