Comment by lugu

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.