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Looks like TSMC is preparing its own grave. When everybody wants to invest in new foundries they are telling customer to go away.

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They're the Apple of foundries.

They focus on high end high margin and segment their customers accordingly

There's not many investing in new >28nm foundries.

Russia and China may well be still developing fabs for such node sizes as they catchup.

EDIT ADD https://www.techspot.com/news/94233-russia-plans-manufacture... "Russia plans to manufacture chips locally on a 28 nm node by 2030" currently they are on 90nm

If TSMC stops 28+ within a few years, nobody will need it by 2030 with such a huge gap in supply.

I wonder if it would make sense to keep producing > 28nm with smaller margins in order to make it harder for this competition to catch up and keep a large moat.

India is investing in 28-65nm https://www.deccanherald.com/opinion/indias-semiconductor-mi...

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