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In 2022, TSMC is effectively the only game in town for the latest generation of chips - and isn't letting up. Anyone who wants to "catch-up" is now stuck with t
by hbgl 5y ago
In 2022, TSMC is effectively the only game in town for the latest generation of chips - and isn't letting up. Anyone who wants to "catch-up" is now stuck with the daunting prospect of spending ~100 billion dollars to re-create a commodity business.
Maybe the fact that TSMC files around 1000 patents a year has also something to do with the lack of competition.
https://www.taipeitimes.com/News/biz/archives/2021/03/15/2003753830#:~:text=Data%20compiled%20by%20the%20office,patent%20applications%2C%20the%20office%20said https://www.taipeitimes.com/News/biz/archives/2021/03/15/200....