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James Emanuel's avatar

How do you think about margins compressing as TSMC moves large amounts of production to the US where labour costs are far higher? If margins compress, earnings diminish and so too do valuations.

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Yan's avatar

Do you view business operating model portability as a risk? I.e. can they replicate what they've done in Taiwan in the US, esp as it pertains to getting the proper talent (e.g. pick of Taiwan's best EE grads without competition from finance and software co's looking to hire)

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