
Episode 1: TSMC's Q4 2021 Earnings
Transistor Radio
00:00
3nm ramp timing and margin effects
They note 3nm's 2023 volume start and how new-node ramps can be gross-margin dilutive despite pricing power.
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Transcript

They note 3nm's 2023 volume start and how new-node ramps can be gross-margin dilutive despite pricing power.