Ben Thompson / Stratechery:

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals  —  You probably think, given this title, you know what this Article is about.  The most advanced semiconductors are made by TSMC …

Ben Thompson / Stratechery:

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals  —  You probably think, given this title, you know what this Article is about.  The most advanced semiconductors are made by TSMC …

Source: TechMeme
Source Link: http://www.techmeme.com/260126/p16#a260126p16