Re:Intel expands Oregon Fab building; 18A Node now 2024
by amelius on Sunday August 07, 2022 @08:28AM
(#32375956)
Read the rest of my comment. The point is that TSMC could do much more to optimize their market position.
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Re:Intel expands Oregon Fab building; 18A Node now 2024
by jasonwatkinspdx on Sunday August 07, 2022 @10:20AM
(#32376679)
Why are you convinced your armchair strategy is superior to decades worth of analysis by one of the most successful companies in the world?
TSMC has no desire to become Apple because they already capture so much of Apple's revenue. I guarantee you they have put enormous thought into the exact optimal price point, as building fabs is extremely capital intensive.
Re:Intel expands Oregon Fab building; 18A Node now 2024
by swores on Sunday August 07, 2022 @10:42AM
(#32376855)
I stand by my comment - I could write the exact same response to the paragraph you added as to your original one (with minor tweaks from "changing prices" to "entering new business areas").