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A comment on AMD CEO Sees Chips from TSMC's US Plant Costing 5%-20% More. Parent comment

Re:AMD CEO Sees Chips from TSMC's US Plant Costing 5%-20% More by isthatafact on Friday July 25, 2025 @11:48AM (#44684539)
> 20% increase in cost of BoM equals at least ~100% increase for customer.

I am no expert in BoM and margins, but that seems like a wild claim to me. Could you explain your math?

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