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> diversifying manufacturing away from them Diversifying manufacturing away from Taiwan makes their position more precarious, not less.
by xethos 3y ago
> diversifying manufacturing away from them
Diversifying manufacturing away from Taiwan makes their position more precarious, not less.
- notact 3y agoBoth parent comments were likely referring to any entity other than Taiwan. If you are a fabless chip designer or one of their customers, it makes sense to diversify away from Taiwan, even if that comes at Taiwan's expense.
- 2OEH8eoCRo0 3y agoI worry that a lot of large cap companies either depend directly on TSMC (Nvidia, AMD, Apple) or depend on a company that depends on TSMC (Microsoft/OpenAI, Arm). It's TSMC all the way down and that scares me. I never thought I'd root for Intel.
- signatoremo 3y agoIt’s easy to forget that TSMC was not the chipmaking leader until 7 or 8 years ago. Intel was. Things can change quickly in tech. Intel is trying to reclaim their old glory. We’ll see if they succeed.
- ls612 3y agoHistorians might look back at Intel’s and GloFo’s stumbles in the mid 2010s as being a pivotal turning point. Chips are the new oil and that makes the mid term future very dangerous.