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itomato • today at 1:33 PM • 1 reply • view on HN

Whomever controls the means of production (TSMC) controls the direction of progress.

Nobody is in control but Taiwan Semiconductor. Not Samsung, not Micron, not Nvidia.

Orders that can't be fulfilled get canceled. Canceled orders mean canceled plans and canceled companies follow.

Someone bigger will buy the husk and monetize it somehow - probably for gambling.


Replies

origini • today at 1:36 PM

Sure but thats not the current stauts quo. Nvidia has the chips and the money to pay TSMC.

No one else has and in this current setup, the disurption of this particular market is very very very very expensive and time consuming.