In Practise Logo
In Practise Logo - Blue
In Practise Logo
Partner Interview
Published June 26, 2025

TSMC: Dominance in Leading-Edge Nodes

Executive Bio

Former Senior Sourcing Manager at Apple

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

This is a snippet of the transcript.to get full access.

So, I assume if the customer is willing to invest in that, it's a bigger investment. Do you think that means customers today, especially for leading-edge nodes, are less likely to switch manufacturers or foundry partners than they used to be in the past, implying more long-term commitments?

I will tell you this. It's not that they're less likely to switch; they cannot switch. It's very simple. TSMC holds 65% of the market for leading-edge nodes. In my opinion, for certain nodes like 3 nanometer and the upcoming 2 nanometer, they are the only ones who can do it well. If you're Nvidia or Qualcomm, you don't have options.

This is a snippet of the transcript.to get full access.

Free Sample of 50+ Interviews

Sign up to test our content quality with a free sample of 50+ interviews.

Or contact sales for full access

© 2024 In Practise. All rights reserved. This material is for informational purposes only and should not be considered as investment advice.