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TSMC is the one building the chips for those mobile phones, consoles and GPUs. They are the bottleneck.

• SSLy 6y ago
  Nvidia doesn't use them for their GeForces.
  • Narishma 6y ago
    They generally do, with some exceptions from time to time.
    • SSLy 6y ago
      The exception being the current generation of their consumer lineup.
• PartiallyTyped 6y ago
  And they will continue to be. ASML (they make EUV machines) has a 2 year backlog and half their machines last year went to TSMC.