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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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The Ox

To: Sam who wrote (85368)	7/27/2020 9:44:03 AM
From: w0z	2 Recommendations of 95480

I don't understand why TSM can do what Intel with all of its own resources somehow can't do. The article tells you why (which also happens to be why the Chinese cannot instantly compete, even with unlimited resources thrown at it): "While Intel makes hundreds of millions of chips a year now, TSMC produces more than a billion annually." This is the phenomena called the experience curve. I also believe past Intel management suffered from a case of hubris (especially re smartphones and RISC architecture) and forgot Andy Grove's mantra "Only the paranoid survive."

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