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TSMC 2025 earnings call


Posted on Aug 17, 21:45
It doesn't make sense to me that competitors would delay their own tablets even if they are ready. Is there not an advantage to being first to market with a given technology?Posted on Aug 16, 22:43
This was obvious. I don't know why iPad 3 in 2011 was discussed so much. Why would Apple launch a new version within less than a year of the iPad 2? Yes, they've done this before with other products, but really they have no competitive pressure here.