If true, TSMC would command much higher margins. Their net revenue is a fraction of Nvidia or Apple
TSMC's business is much higher risk, each improvement to manufacturing process is a massive investment that's never a guaranteed success.
TSMC is famous for not taking margin when they could. It’s part of their strategy.
TSMC's business is much higher risk, each improvement to manufacturing process is a massive investment that's never a guaranteed success.
TSMC is famous for not taking margin when they could. It’s part of their strategy.