TSMC earnings call


A researcher asked, “Your monopoly position is higher than that of a certain storage company—why don’t you bring your gross margin up to their level?”
Wei Zhejia replied, “We position ourselves as a partner. We hope our customers succeed, so we don’t want to take too much profit.”
In fact, everything has cause and effect. Back when storage was being pressured to cut prices by smartphone makers, storage may not have escaped kneeling down and asking consumer electronics to raise prices.
And now, of course, those with grudges are getting their revenge.
TSM-2.99%
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