top | item 46643443

(no title)

jfoster | 1 month ago

I wonder if the destruction would actually go ahead.

What's worse, China having a monopoly on production, or the entire world being set back by X years?

In this scenario X is a two-digit number, right?

discuss

order

KeplerBoy|1 month ago

I don't think X is a two-digit number. TSMC might be slightly ahead of Intel, maybe a few years ahead of Samsung. People forget that the original ChatGPT models were powered by the A100, a chip manufactured by Samsung, which was Sota just a few years ago.

On top TSMC has fabs and personnel with expertise in other places. After all this threat isn't new.