TSMC is becoming the lord of semiconductor packaging, in addition to foundry

TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.

Costco moats, and the Differences from Other Competitors

This post will discuss Costco moat and the differences between Costco and other retail competitors. Please read the first the article I wrote a few days ago about Costco, “How does Costco make money?”.

The lucrative semiconductor supply chain

The lucrative semiconductor supply chain

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