TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead.

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• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026semiconductors
• A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. JHJensen Huang15 Apr 2026semiconductors
• A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. BPBrian Potter3 May 2024semiconductors
• A semiconductor fab is mostly its tools; the building around them is the cheap part. BPBrian Potter3 May 2024semiconductors
• AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. GOGergely Orosz24 Sept 2026semiconductors

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