Comment by UncleOxidant
17 hours ago
Apple & Nvidia switching to, say, Samsung as their foundry would likely take at least a year before they'd start to see production. Meanwhile, little to no revenue. It is a risk for them. And if China went for Taiwan, why not also cause some trouble for S Korea while they're at it? (Wouldn't have to invade, just block shipping, etc. - if China decided to do maximal damage. It's also quite possible that N Korea would take advantage of the situation)
I think it would be shorter, they work with Samsung to evaluate their option. And if China did went after TSMC (Taiwan and us) plus Samsung, Nvidia can still switch supplier (Intel?). The risk (let's say one year revenu) isn't worth joining the fab business. They have seen what happened to Intel and AND. And they know China will have good fabs in not too long. Nvidia true competitor is apple, and they are in the same boat.