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The TSMC First Half 2021 Mega-Review

发布时间 2021-07-19 07:00:13    来源

摘要

We are already more than halfway into the year. Time really flies, doesn't it? It has been a while since my video deep dive on TSMC's $28 billion capital expenditure plan at the start of 2021. Some time has passed since then and so I think we are due for another review. So in this review, we are going to look back at the first half of TSMC's 2021 year. This is going to be a collection of individual thoughts on the company, its environment, and more. We will review financials, the Arizona fab, the outbreak, water, and more. Links: - The Asianometry Newsletter: https://asianometry.substack.com - Patreon: https://www.patreon.com/Asianometry

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