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At This Valuation, Intel’s IoT Segment Could Provide The Only Growth They Need (NASDAQ:INTC) | Seeking Alpha
According to my estimates, the 5-year revenue history of TSMC’s technology nodes has been very unequal (10nm has almost completely died off; 0.15/0.18 um actually grew).
Over that same time period, 3 of the 4 of TSMC’s legacy business segments have grown over 8% CAGR.
IoT, or Internet of Things, is a fragmented market (for now) that’s likely to see 8-11% CAGR.
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