>>106392649
Not happening. TSMC is going to become a monopoly and a lot of familiar tech companies will disappear in a few years.

A useful rule of thumb is that companies need revenue that's twice the cost of building an advanced fab in order to stay in the Moore’s Law race. Historically, companies that drop below that threshold eventually abandon the pursuit of leading edge capabilities. Both Intel and Samsung Semiconductors have entered that danger zone.

TSMC is raising its prices so wafer prices for TSMC’s upcoming 2nm will be $45,000-$50,000/wafer, considerably ahead of the current $25,000 - $30,000 price. A TSMC price of $50,000 would fundamentally re-order the semiconductor industry. At those prices, only a handful of companies can afford ordering leading-edge products.

Result: at $47,500/wafer Qualcomm’s gross margins would go to zero. These companies will still order chips from TSMC, but they will stay on older nodes much longer. Consumers would notice that new devices offer few improvements over previous generations. Only companies with the richest gross margins could afford to stay at the leading edge, effectively shutting out their competitors. This would be the effective end of Moore’s Law.