India Is The Most Promising Emerging Market | Angus Shillington
Forward Guidance
Cost-Shifting Leads to Market Fragmentation
The approach of taking capital expenditures off clients' balance sheets allows companies like TSMC to command higher gross margins while providing exceptional customer service. This model contrasts with NVIDIA, which leverages lower production costs and maintains high operating margins by outsourcing manufacturing. As market dynamics shift, technological demand may segment; future customers, potentially from sovereign nations, may seek less costly solutions than cutting-edge GPUs. Additionally, the demand for diverse software solutions, driven by concerns over vendor lock-in, is leading to fragmentation in the marketplace as companies explore alternatives to dominant providers.
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