TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.

441 Views14 Jan 2025 18:19
​Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA FET technology, but profitability may take 5+ years.
What is covered in the Full Insight:
  • Introduction to TSMC and Rapidus
  • Opportunities in Semiconductor Manufacturing
  • Challenges in Advanced Semiconductor Development
  • Rapidus' Strategy and Market Potential
  • Conclusion: Profitability Timeline for Rapidus
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