Earlier quoted context omitted.
>We are in the middle of a monopoly squeeze by NVidia on the most innovative part of the economy right now. I am not sure which part of Nvidia is monopoly. That is like suggesting TSMC has a monopoly.
> That is like suggesting TSMC has a monopoly. They... do have a monopoly on foundry capacity, especially if you're looking at the most advanced nodes? Nobody's going to Intel or Samsung to build 3nm processors. Hell, there have been whispers over the past month that even Samsung might start outsourcing Exynos to TSMC; Intel already did that with Lunar Lake. Having a monopoly doesn't mean that you are engaging in ant…
I would argue that defining a semiconductor market in terms of node size is too narrow. Just because TSMC is getting the newest nodes first does not mean they have a monopoly in the semiconductor market. We can play semantics, but for any meaningful discussion of monopolistic behaviors, a temporary technical advantage seems a poor way to define the term.