are you a monopolist if you buy up all of TSMC’s fab capacity 3 years ahead? asking for a friend

$LITE's discussion at UBS has some interesting OCS points. From their CEO: "I think we have not given TAM sizes. There's a third-party data point out there that says it's a $2 billion TAM in 2029. Based on what we see, we can say that, that is way, way too low."

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