| ▲ | lugu 3 days ago | |
What is the risk for Nvidia if TSMC diseaper? Wouldn't they simply switch supplier and pick the second best option? | ||
| ▲ | dismalaf 3 days ago | parent | next [-] | |
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. | ||
| ▲ | mensetmanusman 2 days ago | parent | prev | next [-] | |
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 | ||
| ▲ | hluska 3 days ago | parent | prev [-] | |
That would not only be incredibly expensive, but there would be a period while quality catches up. | ||