Tagged: semiconductor
TSMC's 2nm is 3% of wafer revenue and will dilute 2H margins by 3-4 points: how a new node's J-curve actually works
TSMC guided Q3 gross margin down while raising its full-year growth outlook above 40%. Checked line by line against the primary filings, the story usually told about it — that the process is in trouble — does not match what TSMC says, though nothing rules yield out of the cost stack either.