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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition — Blankdot

stratechery.com7 months ago

TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition

TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader.

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