Part 8/11:
Despite challenges, mega trends are expected to endure. Market leaders like TSMC, Samsung, and Intel continue to dominate the high-end chip manufacturing space, investing heavily in cutting-edge technology. These firms possess significant technological advantages, enabling them to command higher margins and deliver consistent returns.
TSMC, for instance, maintains a gross margin of 53%, surpassing even some major consumer brands like Apple. Such differentiation underscores the importance of technological edge and market position.