TSMC’s 66% Gross Margin Isn’t Efficiency — It’s Monopoly Pricing for AI When a semiconductor foundry achieves a 66.2% gross margin, that’s not operational excellence—that’s what happens when an entire industry has no choice but to pay whatever you demand. Taiwan Semiconductor Manufacturing Company’s first quarter results tell a story that goes far beyond impressive […] The post TSMC’s 66% Gross Margin Isn’t Efficiency — It’s Monopoly Pricing for AI appeared first on FourWeekMBA .