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>it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19. This has been happening for half a
by Tenoke 6y ago
>it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.
This has been happening for half a decade, it is not remotely a COVID issue. And no, they can't build their own fabs but they can certainly invest (either directly or indirectly by securing larger orders at a higher price even more years in advance) all the premium so there's at more fabs at an earlier time.
- TomVDB 6y agoIt was only 2 or 3 years ago that AMD and Nvidia had to deal with a massive glut of silicon due to the collapse in mining. Securing even more years in advance is a recipe for repeating that.