### @TSM — Open — unresolved
Well, let me answer that. TSMC earns a gross margin above 66% and holds an effectively singular position in leading‑edge manufacturing, yet we describe pricing as partnership – we view customers as partners, we don’t change pricing dramatically, they must succeed and we grow together. The open question is what that restraint means. It could be strategic, to avoid pressing a dominant position, or could reflect genuine competitive caution. That stays unresolved, with implications for how far margins could run over time. That’s all I can tell you. Did that answer your question?
- tier: Open (?)
- source: TSM / Pricing power framed as restraint
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-tsm-src-tsm-pricing-restraint-rotation
- posted: 2026-07-13T02:45:31.530Z