haxxiy on 12 January 2023
I was taking a peek at TSMC's financials while looking for new shares to buy. Looking at their cost of profit metrics it would seem the increase in node costs over the past decade and a half are entirely genuine, although during the pandemic, chip shortages pushed profits higher than they would have otherwise been.
So while Nvidia, Apple, etc. might have paid a premium to reserve their cutting-edge stuff, don't expect prices to come down much in any of the foundries even with increased competition and no pandemic shortages.
This bodes ill for the prices of 2024 CPU/GPU/Smartphone releases and beyond...
