Conina said:
TSMC has contracts to uphold with every of their customers and their capacities are 100% booked for years in advance (probably already overbooked). Half a year ago they were only taking new orders for 2nd half-2022: Now they are probably taking orders for 1st half-2023. So which contract should TSMC break in favor of MS + Sony?
And how much money from MS + Sony would weight up the costs (penalties for breach of contract, costs for adapting the production lines...) and bad reputation (unreliable contract partner)? |
I don't have an answer to the question about how much money it would take. But, we all know that there is some number. Contracts are amended and canceled all the time. Money typical changes hands for that. And, that's the point of the OP. It's a hypothetical. I think we all agree it is unlikely to come to pass, for a handful of reasons.









