Fabricated Knowledge

Fabricated Knowledge

@_fabknowledge_

Trying to simplify the world of semiconductor investing after the end of Moore's Law. Join over 15,000 readers. It's secular but right now its cyclical. Read V

t.co Joined Sep 2021
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TSMC notes 1/x Revenue growing ~36%, gross margin up to 60%. GM driven by FX + cost improvement. Revenue by node: 28% of revenue is now 5nm, 7nm is 26% https://t.co/CDeD79vjy5

Fabricated Knowledge
Fabricated Knowledge
@_fabknowledge_