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> because their competitors Would also tumble Why do you assume they must survive? Here's an analogy: if the food stops growing, everybody dies. That analogy
by godelski 2y ago
> because their competitors
Would also tumble
Why do you assume they must survive? Here's an analogy: if the food stops growing, everybody dies. That analogy is a bit extreme but at this time Intel (who just laid of 20% of its staff) and Samsung are the only meaningful competitors and TSMC produces the lion's share of chips. If TSMC goes under Apple, Nvidia, Microsoft, Google, and Meta are all also going to tank too. Those companies don't really have competitors. It's highly centralized and yes I know that AMD exists and they'll tank too