TSMC’s advanced manufacturing processes and CoWoS advanced packaging are completely full, a ‘sweet problem’ causing real trouble for the chip giant as reports grow of clients turning to Intel or Samsung because they cannot get enough TSMC capacity, media report. News of Intel winning TSMC orders sent TSMC shares tumbling NT$55 Monday to close at NT$2,235, while over NT$1 trillion in TSMC’s market cap has evaporated since reports surfaced of Apple, other clients talking with Intel. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $HXSCL #semiconductors #semiconductor
Source: Dan Nystedt
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