So, maybe someone here can explain this to me. I anyways hear about how the entire semiconductor industry is completely dependent on TSMC, and nothing can operate without them, thus their geopolitical importance.
But then what are Intel, Arm, etc in this picture? I don't understand semiconductor manufacturing in enough detail -- I assume TSMC occupies a different part of the supply chain? But chip manufacturing seems like a pretty integrated process top to bottom; what's the division between them? In concrete terms, what is it that TSMC is doing that nobody else is?
But then what are Intel, Arm, etc in this picture? I don't understand semiconductor manufacturing in enough detail -- I assume TSMC occupies a different part of the supply chain? But chip manufacturing seems like a pretty integrated process top to bottom; what's the division between them? In concrete terms, what is it that TSMC is doing that nobody else is?