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TSMC raises capital spending when it believes a wave of demand is coming, rather than after the demand has arrived.

Drawn from what Jon Y 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 Jon Y actually said

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

  1. Jon Y

    Writer and video essayist behind Asianometry

    I think TSMC thinks a fat pitch is coming.

    Where this was said

    ↗How TSMC Might Spend $28 Billionasianometry.com

    All 3 korrents from this piecethis one is 3rd

Added to korrents 29 Jan 2021 · How quotes work · Something wrong? Tell us

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