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
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]