Comment by fillskills

16 hours ago

We could see the first company vertically integrated from etching to chip to data center

That's Intel. Probably IBM too, though they've been doing mass manufacturing with TSMC (and GloFo before) for years instead of their fabs. I wouldn't be surprised if HP did similar things back in the 80s.

We wont for anytime soon.

Intel and TSMC are not what they are today just because they buy a very expensive EUV Machine from ASML but because they have the knowledge and infrastructure to even use these machines.

What do you mean by etching? Google does also it's own chip design with TPUs, data centers, and models but afaik only TSMC Intel and Samsung do the actual semiconductor fabrication