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▲ martinald an hour ago

But they don't have a monopoly. Their marketshare is sinking, down to perhaps 45% of estimated TSMC CoWoS supply next year (down from close to 70% last year).

▲stephc_int13 an hour ago | parent [-]

75% gross margin. For a market this big. This not healthy free-market competition working as expected.

▲lucaspm98 an hour ago | parent | next [-]

Chip company profitability is notoriously fleeting and cyclical.

▲detourdog an hour ago | parent | prev | next [-]

I wonder if the large margin is due to off book sales.

▲ 36 minutes ago | parent | prev [-]
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