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>design is less of a challenge than manufacturing. If so, can you explain why Nvidia's market cap is much higher than TSMC's? (4.15 trillion versus 1.10 trilli
by hollerith 1y ago
>design is less of a challenge than manufacturing.
If so, can you explain why Nvidia's market cap is much higher than TSMC's? (4.15 trillion versus 1.10 trillion)
- ndai 1y agoYou could be right. But it could also be due to things like: automatic 401k injections into the market, easy retail investing, and general speculative attitudes.
- JeremyNT 1y agoI'd just say "market irrationality" and call it a day. TSMC is far closer to a monopoly than NVIDIA is, and they win no matter which fabless company is buying their capacity.