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I think he means technical achievements (5nm,7+?) occurred increasing the demand by the companies for new nm, and at the same time the pandemic increased the demand

Wouldn’t that be lucky, rather than unlucky?

And who says TSMC has peaked? Surely it’s best for everyone if Intel are kept under pressure.

I took ıt to mean that theır completive advantaged was mıtıgated because of the pandemıc. Normally wıth thıs lead TSMC would make much more than Intel, SMIC, ect., but because of the demand by the pandemıc all companıes are makıng more and very busy.

Lıke ın a normal year TSMC would make lots and competıtors fabs would be more empty

It’s very likely the parent was referring to market cap. See TSM’s market cap over the past year. I don’t really understand the comment though.