CALLTSM3 months ago444views

TSMC: the software stack is the gap nobody prices

The toolchain is the moat and it is not this company's moat. Silicon parity without software parity converts at a fraction of the rate.

Elena Petrova@elena_petrova

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.