3 ms·
Seems weird for a hardware company who doesn't build the hardware or fab the chips to be worth that much. Their supply chain looks extremely risky (Taiwan) and
by 2OEH8eoCRo0 3y ago
Seems weird for a hardware company who doesn't build the hardware or fab the chips to be worth that much. Their supply chain looks extremely risky (Taiwan) and some of their competitors do have their own fabs.
- nitinreddy88 3y agoNeither Apple has it's own fab nor AMD.
- 2OEH8eoCRo0 3y agoIt feels like a bubble because really Apple, AMD, and Nvidia owe a lot of their success to TSMC's node shrinking magic.
- justinclift 3y agoWhich competitors own their own fabs?
- kimixa 3y agoIntel. They've made big noise about future GPU and compute products; We'll see if they're actually "competition" in this sector when they actually get released in competitive SKUs. Though many of those products may end up using TSMC too, but that's an option Intel have likely chosen for capacity/price/performance issues, rather than a hard requirement.
- justinclift 3y agoGood point, I'd forgotten about them. :)
- Ekaros 3y agoIt is strange that the market cap of companies that make parts of the shovels have not had same trajectory. Or even fraction of it. Shovel maker can't sell shovels if they don't have parts to make them.