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What is the secret of TSMC? I believe a Dutch company makes the machinery that TSMC uses. Why can't other companies use it like TSMC does? Does TSMC hold some crucial patents?


It's a tough industry with absurd barriers of entry. The few that have tried to compete, simply lost.

Asianometry on Youtube has a lot of interesting info about fabs.


> Why can't other companies use it like TSMC does?

US foreign policy agreements (-> no machines to China) and very long waiting lists, mostly, AFAIK. My source is Asianometry. Great channel.




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