> What am I missing? Largest production capacity maybe? Also, market demand will...

onlyrealcuzzo · 2026-02-12T20:48:30 1770929310

> Largest production capacity maybe?

Anyone can buy TSMC's output...

CamperBob2 · 2026-02-12T23:22:03 1770938523

Which I'm sure is 100% reserved through at least 2030.

DeathArrow · 2026-02-13T07:06:13 1770966373

Aren't they building new fabs, though? Or even those are already booked?

Keyframe · 2026-02-12T21:21:34 1770931294

Can anyone buy TSMC though?

louiereederson · 2026-02-12T22:29:23 1770935363

No. TSMC will not take the risk on allocating capacity to just anyone given the opportunity cost.

roughly · 2026-02-13T00:55:04 1770944104

Not without an army