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$Taiwan Semiconductor (TSM.US)$ just reported earnings; reve...
$Taiwan Semiconductor (TSM.US)$ just reported earnings; revenue +36% Y/Y $23.5B (beat). Gross margin 58%.
$Taiwan Semiconductor (TSM.US)$ just showed you that the real $ASML Holding (ASML.US)$ issue was $Taiwan Semiconductor (TSM.US)$ dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
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ma gon : great insights for 2y ago, keep them coming
105529130 : If Trump win the election, he shall investigate the monopoly of Taiwan chip manufacturing industry.
liquidgold 105529130 : Is it because the manufacturer has Taiwan in it? Any needs for investigation if it has USA in it?
105529130 liquidgold : Those US foundry such as Intel suffer greatly from Taiwan undercutting manufacturer.