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Intel's "Apparent Competition" Serves Primarily as a Boost for TSMC
2025-08-21 /
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Author：小编
JPMorgan Chase asserts that the existence of less formidable competitors in the advanced process arena, while presenting customers with a semblance of choice, may paradoxically bolster TSMC's position. This dynamic is advantageous as it eases the ongoing scrutiny from governments and softens the impact of policy directives, such as the push for "manufacturing to return to the United States." Consequently, TSMC is anticipated to uphold a market share exceeding 90% in the advanced process segment, warranting an "Overweight" rating.
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