TSMC forecasts "several years" of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (Kai Nicol-Schwarz/CNBC)
TSMC is warning that its overseas buildout will weigh on profitability for years.
The company expects margin dilution as new fabs outside Taiwan ramp, according to Techmeme’s note. The item also says TSMC has announced $200 billion in U.S. manufacturing investment. The pressure is tied to the cost and ramp-up of those overseas projects, not a one-quarter issue. Source: Techmeme's note
The company expects margin dilution as new fabs outside Taiwan ramp, according to Techmeme’s note. The item also says TSMC has announced $200 billion in U.S. manufacturing investment. The pressure is tied to the cost and ramp-up of those overseas projects, not a one-quarter issue. Source: Techmeme's note
score 7