[Exclusive] The Chinese company's ASICs were lined up for TSMC's Arizona fab. Then the Taiwanese giant changed its mind
Just curious: why was it the wise move to chose the US financially
Bigger market
Bigger than China? Really?
Yes. Of course. By many multiples
Are we talking about size of the economy? I just assumed that because China did so much manufacturing, it would be a tougher choice
TSMC’s market isn’t nations per se because it’s not a consumer company. Its clients are chip designers, and the biggest ones are all American. US is more lucrative to TSMC than China because US chip designers have much larger global share.
Thanks for breaking down that nuance!
Market size
Just curious: why was it the wise move to chose the US financially
Bigger market
Bigger than China? Really?
Yes. Of course. By many multiples
Are we talking about size of the economy? I just assumed that because China did so much manufacturing, it would be a tougher choice
TSMC’s market isn’t nations per se because it’s not a consumer company. Its clients are chip designers, and the biggest ones are all American. US is more lucrative to TSMC than China because US chip designers have much larger global share.
Thanks for breaking down that nuance!
Market size