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> Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshor[e] TSMC is building state
by throwaway2037 1y ago
> Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshor[e]
TSMC is building state of the art fabs in Arizona, USA. Samsung in Texas, USA. I assume these are being done to reduce geopolitical risk on all sides.
Something that I never read about: Why can't NVidia use Samsung fabs? They are very close to TSMC state of the art.
- mrheosuper 1y agoMaybe after being bitten by Samsung on their RTX3000 GPU. Power Spike and a lot of heat.
- re-thc 1y ago> They are very close to TSMC state of the art. They're not. Most have tried at 1 point. Apple had a release with TSMC + Samsung and users spotted a difference. There was quite a bit of negativity.
- high_na_euv 1y agoTSMC will not have state of the art on US soil. Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil
- throwaway2037 1y ago> Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil This is bold claim. Do you have a public evidence to share? I have never once seen this mentioned in any newspaper articles that I have read about TSMC and their expansion in the US.
- high_na_euv 1y agohttps://www.tomshardware.com/tech-industry/semiconductors/taiwans-government-strengthens-silicon-shield-restricts-exports-of-tsmcs-most-advanced-process-technologies https://www.tomshardware.com/tech-industry/semiconductors/ta...