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Cashing In On Chips

Motley Fool Money

The Risks of Competing With Your Customers

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Taiwan semiconductor started showing the industry like, look, we are Switzerland. We are great at this. Just send us your chip designs. Do what you do best and we'll do the other stuff. And that has been a great sales pitch for 40 plus years. Like why do you want to screw with that? I get that you might be able to extract some value here because of really custom Taiwan semiconductor process. But no, I mean, I just I wouldn't do it. I think the the risks are just too much.

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