4 ms·
> The fabless companies are going to be fucked in the long term- the fabs they contract to are all on shifting geopolitical sands! The fabless companies will a
by bornfreddy 2y ago
> The fabless companies are going to be fucked in the long term- the fabs they contract to are all on shifting geopolitical sands!
The fabless companies will also have a problem if only TSMC is left. What is there to keep them from rising the prices? Right now TSMC is afraid of Samsung and Intel, but if Samsung falls behind and Intel folds, AMD / NVDA / ... will have a crisis on their hands.