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TSMC can pass its rising costs on because at the leading edge its customers have nowhere else to go.

Drawn from what Doug O'Laughlin said

Subjectsemiconductors

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Interesting
A private bookmark. Not a position, and never counted.

What Doug O'Laughlin actually said

Word for word, with the source under each one. They did not write this page.

  1. Doug O'Laughlin

    Semiconductor analyst, author of the Fabricated Knowledge…

    Given the concentration of fabrication power at TSMC, customers really don’t have another option.

    Where this was said

    ↗The Rising Tide of Semiconductor Costfabricatedknowledge.com

    All 3 korrents from this piecethis one is 4th

Added to korrents 22 Nov 2021 · How quotes work · Something wrong? Tell us

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