Comment by lugu
15 hours ago
What is the risk for Nvidia if TSMC diseaper? Wouldn't they simply switch supplier and pick the second best option?
15 hours ago
What is the risk for Nvidia if TSMC diseaper? Wouldn't they simply switch supplier and pick the second best option?
GPUs would go backwards a few generations for 5-10 years. Also supply shock on other industries would double the prices of chips for vehicles. Eg covid 3.0
Then they'd have to use Samsung or Intel. Both are a bit behind TSMC, but the main issue is that TSMC has a massive amount of capacity so chips would become very, very expensive.
That would not only be incredibly expensive, but there would be a period while quality catches up.