TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
Yield rate comparison of TSMC, Samsung, Intel’s Advanced Process
Global semiconductor chip market in detail
ASML, who really caught TSMC’s neck
The lucrative semiconductor supply chain
Two long-term threats to TSMC