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

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

    Unlike Chartered and SMIC, they have the power of the purse and they leverage it like few other companies can.

    Where this was said

    ↗How TSMC Might Spend $28 Billionasianometry.com

    All 3 korrents from this piecethis one is 2nd

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

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