TSMC at 72% share sparks debate: IE, MySpace, BlackBerry all looked unbeatable too
msg · x · 2026-11-12
Quoted post laments TSMC's 72% market share — "no one can compete at this point; if I were Intel I'd shut shop." Reposter pitdesi pushes back with historical counterexamples: in 2004 IE held 95% of browsers, in 2005 MySpace held 80% of social media, and in 2009 BlackBerry held 60% of smartphone sales — all once seen as unassailable, all displaced. The takeaway: dominant market share today doesn't guarantee a lasting moat.
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