return2ozma@lemmy.world to Technology@lemmy.worldEnglish · 2 days agoPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comexternal-linkmessage-square63linkfedilinkarrow-up1511cross-posted to: news@lemmy.world
arrow-up1511external-linkPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comreturn2ozma@lemmy.world to Technology@lemmy.worldEnglish · 2 days agomessage-square63linkfedilinkcross-posted to: news@lemmy.world
minus-squaresobchak@programming.devlinkfedilinkEnglisharrow-up7·2 days 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.
minus-squareTankovayaDiviziya@lemmy.worldlinkfedilinkEnglisharrow-up1·2 days agoI 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.
Not 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.
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.