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2min chapter
TSMC
Acquired
The Scale Economy and Process Power
The t s m c just announce the'regoin to spbend a hundred billion dollars in capex over the next three years. 30 billion dollars this year, 60 over the next two and i bet that keeps going up. You need to be enormously profitable so you can build the factories for the next generation. And that's more's law, from 22 down to two down to one,. Like, even when their competitors are only doing the one thing the t s mc has done, like, if you fall behind by a step, you're toast, right?
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