Re:TSMC ups Arizona investment from $12B to $40B with second...
by tooltalk on Tuesday December 06, 2022 @05:22PM
(#33887975)
Buffet probably knows little or nothing about the fab industry and probably didn't make this investment decision.
TSMC is upping their investment in the US, but I agree with Morris Chang that the US operation won't be as lucrative -- ie, thye won't be able to maintain 50+% profit margin. Further, TSMC really didn't have any competition in the last 2-3 nodes and Samsung was largely absent in 7/5/4nm, but Samsung is going mass production with 3nm GAA pretty soon and TSMC is going to have to put up a good fight to maintain their dominance.
TSMC is upping their investment in the US, but I agree with Morris Chang that the US operation won't be as lucrative -- ie, thye won't be able to maintain 50+% profit margin. Further, TSMC really didn't have any competition in the last 2-3 nodes and Samsung was largely absent in 7/5/4nm, but Samsung is going mass production with 3nm GAA pretty soon and TSMC is going to have to put up a good fight to maintain their dominance.