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TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (Ben Thompson/Stratechery) from Techmeme RSS feed.
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (Ben Thompson/Stratechery)
Ben Thompson / Stratechery:
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals — You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC …