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ahartmetzyesterday at 4:04 PM2 repliesview on HN

At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonking profit while lowering market prices.


Replies

Gathering6678yesterday at 5:24 PM

China is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.

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2ndorderthoughtyesterday at 4:51 PM

It would unfortunately be considered contraband in the US or tariffed 500%

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