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margalabargala 6 hours ago

First time in your life?

Were you born after COVID and the 24 months of dire component shortages that followed?

est31 5 hours ago | parent | next [-]

This one might last longer. The AI race is on, and the US tries its best to make it as expensive for China as possible to participate in it. Every dollar China spends on GPUs they get at markup is one not spent on building navy ships.

If there is an escalation over Taiwan, then that will cause the loss of most of the world's high grade chip manufacturing capacity. TSMC is busy doing technology transfers into the US, but it is going to take time, those fabs won't have capacity for the whole world, and they still heavily depend on Taiwan based engineers if something goes wrong etc.

Just like with COVID you don't know how long this shortage will last.

nullbyte808 3 hours ago | parent [-]

Hypothetically what would happen if China took over Tawain and TSMC?

gzread 3 hours ago | parent [-]

All modern technology becomes unobtainable.

genxy an hour ago | parent [-]

We are going to have that now in a couple of months regardless. So it won't matter if Taiwan's manufacturing base gets disrupted, the hardware will have already effectively stopped.

paulddraper 6 hours ago | parent | prev [-]

We couldn’t even make cars after COVID.