TSMC doesn’t have a real monopoly, they’re just a few years ahead of everyone else in integrating ASML’s latest tech. Samsung and Intel aren’t very far behind. The more money TSMC charges the more incentive the others have to catch up but they can only move so fast. GlobalFoundries and STMicroelectronics seem stuck in the double digits.
It makes a big difference to a few competitive customers so TSMC gets paid well for that first mover advantage, but yeah it’s not well secured monopoly.
It makes a big difference to a few competitive customers so TSMC gets paid well for that first mover advantage, but yeah it’s not well secured monopoly.