4 ms·
Nobody in the semiconductor industry will put up with anyone in the supply chain making a 600% margin. Large Nvidia chips might not be able to move quickly, bu
by bradstewart 6y ago
Nobody in the semiconductor industry will put up with anyone in the supply chain making a 600% margin.
Large Nvidia chips might not be able to move quickly, but all of the MCU, WiFi, etc chips would migrate to cheaper fabs like SMIC. Which reduces TSMC's revenue, which reduces their ability to invest in new processes. Cents (and even fractions of cents) matter to those chips.