72123665
commented on
$Taiwan Semiconductor (TSM.US)$ NV is selling their chips at 5x the cost (TSMC price) and TSMC is making these chips at 2x the input cost. (Value chain for 100 is x2 x5 total value at 1000).
There is only one supplier and irreprecable monopoly. Wouldn't it be fun to see TSMC selling their chips at 5x and NV at 1x?
There is only one supplier and irreprecable monopoly. Wouldn't it be fun to see TSMC selling their chips at 5x and NV at 1x?
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