TSMC Expansion Challenge in 10 Charts

bloomberg.com

2 pointsalgo_trader2 comments

One issue i dont understand is why they don't jack-up their prices.

AMD/Apple charge a hefty premium for these great chips. While their most well-positioned supplier is just "doing ok?"

Yeah, yeah, Asian long term relationships, pre-signed contracts, price sensitivity, building future capacity..

Because they would like to be in business in 5 years?

Incentivizing lots of competitors to invest massively in new production capacity just means that no one will be making money once that capacity comes online.

Reply on news.ycombinator.com