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I 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
by 2OEH8eoCRo0 3y ago
I 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.