Comment on Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
sobchak@programming.dev 12 hours agoNot really. TSMC has a near monopoly on the advanced fabrication, and ASML has a near monopoly on the lithographic machines TSMC uses. Nvidia is a fab-less designer. Google has its TPUs, and Amazon has some kind of custom chip too.
TankovayaDiviziya@lemmy.world 11 hours ago
I also invested in TSMC.
ASML is way too expensive for my taste. I’ve been hoping they will do split stock so I could get in.