What will happen when TSMC raises prices to $40,000/wafer? $50,000? And what could stop them?
I agree with the thesis but isn't Apple TSMC's biggest customer and Qualcomm and the hyperscalers are dependent on TSMC? And isn't that one of the biggest issues for Intel: Who can afford to upset TSMC?
I agree with the thesis but isn't Apple TSMC's biggest customer and Qualcomm and the hyperscalers are dependent on TSMC? And isn't that one of the biggest issues for Intel: Who can afford to upset TSMC?