19 pointsby haunter4 hours ago3 comments

tencentshill4 hours ago
How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?
- choilive3 hours ago
  Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
  - 0cf8612b2e1e3 hours ago
    Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
kasabali3 hours ago
Damn, Rapidus couldn't come soon enough.
- deadalus4 minutes ago
  Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
j453 hours ago
Hopefully more production capacity comes online.