6 Comments
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Moksh's avatar

Great insightful ! This article shows how important a capital allocation skill is !

CA Shravani's avatar

So, are intel and TSMC competitors? Because somewhere here i read that TSMC manufactures chips for intel. Is it not like a vertical business?

Zerodha Varsity's avatar

Intel makes some of its chips and outsources some to TSMC. So Intel is a competitor as well as a customer of TSMC.

Moksh's avatar

Also according to me one thing is that they are competitors but not core competitor because Intel not only manufactured chips they designed that chips which TSMC doesn't. So we can said that one segment of Intel is core competitor of TSMC.

Moksh's avatar

Yes ! Intel is vertical integrated business !

Zerodha Varsity's avatar

Yes, largely it is, but not entirely.🙂