How rising equipment costs are breaking the chip manufacturing model
| Factor | Current Reality | Impact |
|---|---|---|
| Machine Cost | $410 million per unit | Too expensive even for TSMC |
| TSMC Market Share | 90% of advanced chips | Supply chain concentration risk |
| US Manufacturing Costs | 30 to 50% higher than Asia | Reshoring economically challenging |
| Timeline to Reduce Taiwan Dependence | 10+ years | Geopolitical vulnerability continues |