- Counterpoint Research: "TSMC Price Hike Indicates Capacity Tightness to Persist in 2022" https://www.counterpointresearch.com/tsmc-price-hike/ 16 comments hardware
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- Foundry Node Migration to Shape Smartphone SoC Zero-sum Game https://www.counterpointresearch.com/foundry-node-migration-shape-smartphone-soc-zero-sum-game/ 5 comments
- Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021 https://www.counterpointresearch.com/foundry-supply-constraints-competition/ 3 comments
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