Second place in a duopoly is a genuinely difficult business
It traded at 607.67, -1.27% on the session. Being the credible alternative is worth a great deal to customers and less than people assume to shareholders.
Free 4 min read
AMDNVDA
Stock
TSM
TSM
Delayed
Notes mentioning TSM
3Selling the whole rack changes what a chip company is worth
How I value the systems business separately from the chips inside it.
Paid 2 min read
NVDATSM
A foundry that keeps its price rises after the boom is a different cyclical
The pricing evidence I track across the foundry's process generations.
Paid 2 min read