The vendor dependency issue is actualy really revealing here. TSMC's operational rigor in Taiwan versus having to rely on Linde in Arizona shows how much of their edge comes from controlling the entire supply ecosystem. Outsourcing critical gas supply to a vendor with only 28 employees for a $600M facilty seems like a significant single point of failure. The 99% profit drop finally has a plausable explanation beyond just rising costs.
Had you bothered with a Google check you'd have quickly realized that Linde is German and the company at fault here is likely the former US company Praxair
The vendor dependency issue is actualy really revealing here. TSMC's operational rigor in Taiwan versus having to rely on Linde in Arizona shows how much of their edge comes from controlling the entire supply ecosystem. Outsourcing critical gas supply to a vendor with only 28 employees for a $600M facilty seems like a significant single point of failure. The 99% profit drop finally has a plausable explanation beyond just rising costs.
DEI workforce?
nah, I don’t think that’s it.
Had you bothered with a Google check you'd have quickly realized that Linde is German and the company at fault here is likely the former US company Praxair
Linde was bought and its HQ is now Woking, UK
By that logic PDD is Irish