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![GabGrowth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1030436381779156993.png) Gab [@GabGrowth](/creator/twitter/GabGrowth) on x 14.4K followers
Created: 2025-07-17 12:03:06 UTC

5/ Competitive Advantages

TSMC’s moat is deep and wide. More importantly, it continues to expand.

- Tech Lead: No one else is shipping 3nm chips at scale. Its closest rivals Intel and Samsung lag by years.

- Customer Lock-In: Customers build chip designs tightly around TSMC’s manufacturing specs. They are co-dependent, and switching costs are high.

- Capacity & Reliability: TSMC has always delivered high yield, on-time, and confidentially. This makes it the go-to fab.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945816528613675114/c:line.svg)

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