2022 will be the year datacenter takes front and center at TSMC
Great piece. You mentioned fabless guidance/estimates being too low. Would you be able to quantify roughly for TSM's growth, what % is contributed by market share gains from Intel?
Great write up as usual. What a staggering quarter
Great piece. You mentioned fabless guidance/estimates being too low. Would you be able to quantify roughly for TSM's growth, what % is contributed by market share gains from Intel?
Great write up as usual. What a staggering quarter