return2ozma@lemmy.world to Technology@lemmy.worldEnglish · 3 months agoPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comexternal-linkmessage-square139fedilinkarrow-up1704arrow-down121
arrow-up1683arrow-down1external-linkPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comreturn2ozma@lemmy.world to Technology@lemmy.worldEnglish · 3 months agomessage-square139fedilink
minus-squaresobchak@programming.devlinkfedilinkEnglisharrow-up9arrow-down1·3 months 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-up2·3 months 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.