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KeplerBoy01/16/20260 repliesview on HN

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.