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martinald • yesterday at 11:52 PM • 1 reply • view on HN

But they don't have a monopoly. Their marketshare is sinking, down to perhaps 45% of estimated TSMC CoWoS supply next year (down from close to 70% last year).


Replies

stephc_int13 • yesterday at 11:56 PM

75% gross margin. For a market this big. This not healthy free-market competition working as expected.

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