Remix.run Logo
mnicky 3 hours ago

> What am I missing?

Largest production capacity maybe?

Also, market demand will be so high that every player's chips will be sold out.

onlyrealcuzzo 3 hours ago | parent [-]

> Largest production capacity maybe?

Anyone can buy TSMC's output...

CamperBob2 23 minutes ago | parent | next [-]

Which I'm sure is 100% reserved through at least 2030.

Keyframe 2 hours ago | parent | prev [-]

Can anyone buy TSMC though?

louiereederson an hour ago | parent [-]

No. TSMC will not take the risk on allocating capacity to just anyone given the opportunity cost.