top | item 41703199 (no title) extesy | 1 year ago TSMC margins are over 30% and growing [1] - that's very far from "low".[1] https://www.macrotrends.net/stocks/charts/TSM/taiwan-semicon... discuss order hn newest alephnerd|1 year ago 30% net due to a near monopoly and a recent upswing due to Nvidia.Almost every other foundry system died because of low net margins.Software (and fabless hardware like chip design) is expected to have 60-70% gross margins or the ability to reach that.Semiconductors is part of TMT just like Software or Telecom, and this has an impact on available liquidity.This is why TSMC is heavily subsidized by the Taiwanese government. extesy|1 year ago TSMC is neither software nor fabless. I'm not sure we are talking about the same company, there seems to be some disconnect here. For hardware business 30% margins are high, Apple is one of the most famous exceptions. load replies (1)
alephnerd|1 year ago 30% net due to a near monopoly and a recent upswing due to Nvidia.Almost every other foundry system died because of low net margins.Software (and fabless hardware like chip design) is expected to have 60-70% gross margins or the ability to reach that.Semiconductors is part of TMT just like Software or Telecom, and this has an impact on available liquidity.This is why TSMC is heavily subsidized by the Taiwanese government. extesy|1 year ago TSMC is neither software nor fabless. I'm not sure we are talking about the same company, there seems to be some disconnect here. For hardware business 30% margins are high, Apple is one of the most famous exceptions. load replies (1)
extesy|1 year ago TSMC is neither software nor fabless. I'm not sure we are talking about the same company, there seems to be some disconnect here. For hardware business 30% margins are high, Apple is one of the most famous exceptions. load replies (1)
alephnerd|1 year ago
Almost every other foundry system died because of low net margins.
Software (and fabless hardware like chip design) is expected to have 60-70% gross margins or the ability to reach that.
Semiconductors is part of TMT just like Software or Telecom, and this has an impact on available liquidity.
This is why TSMC is heavily subsidized by the Taiwanese government.
extesy|1 year ago