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The problem is capital. Building your own fab is not something you can casually get funding for - there is a lot of risk and you looking for at least a decade b
by varispeed 6y ago
The problem is capital. Building your own fab is not something you can casually get funding for - there is a lot of risk and you looking for at least a decade before you could see any returns, if it succeeds at all - and you need to have the right money to get people who know this stuff and those people are scarce.
- kristjansson 6y agoRight - so it makes sense that Nvidia wouldn’t do that, and instead pass that risk off, diversify across multiple vendors, and return earnings to their investors as dividend and buyback? And that the supply crunch is the result of global simultaneous supply and demand shocks that couldn’t have been foreseen in the timeframes required for them to have made investments to alleviate it, and aren’t likely to be repeated?