U.S. tech companies need TSMC more than TSMC needs those companies: Analyst

Mehdi Hosseini from Susquehanna Financial Group says the claims that TSMC can quickly fill the demand gap if they lose Huawei as a customer due to U.S. ban is just a news headline. And its plan to build a factory in the U.S. doesn't make much sense given the small scale and logistic constrains in the Arizona area.
Wed, Jun 10 20202:58 AM EDT