| ▲ | toephu2 10 hours ago | |||||||
It doesn't goto nearly zero. TSMC has a large fab in Arizona and they are continuing to expand it. They also have a fab in Washington, and in Japan. [1] | ||||||||
| ▲ | KK7NIL 3 hours ago | parent [-] | |||||||
The fab in Washington is very old (notice it's still equipped for 8 inch wafers) and so pretty irrelevant to Nvidia's business. I'm not quite sure what process they run there but I believe it was an acquisition 10+ years ago, not built from the ground up by them. Edit: their Japan fab is also a mature node so not very relevant here. And their Arizona fab is a very very small portion of their volume and with far worse margin. | ||||||||
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