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NVidia can't keep up with demand because ASML and TSMC have huge backlogs. Unless you can just buy up a competitor's slot in the queue, you are left with re-bui
by fbdab103 3y ago
NVidia can't keep up with demand because ASML and TSMC have huge backlogs. Unless you can just buy up a competitor's slot in the queue, you are left with re-building an infrastructure pipeline that has been developed over decades.
- LamaOfRuin 3y agoAnd if they want it outside of US control, they can't involve either ASML or TSMC (or convince both companies that they can live under US sanctions).