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 …
TSMC Risk If hyperscalers and chip companies don't build up a TSMC competitor they are set to forego billions of dollars in revenue and stunt the AI revolution. https://stratechery.com/...
I was saying that the dependence upon TSMC/Nvidia is unhealthy, that viable competitors must exist in the market, and that geographic disaggregation of manufacturing is needed ages ago. — Ages and ages ago. — The US, in particular, needs industrial policy. [embedded post]