Is TSMC a global Fab monopoly or am I crazy?
When you consider what happened during covid-19, we had a major shutoff of resources from china and every east asian country from the USA. If we ever had/have any conflict with our MEGA Big friendly neighbors to the east, we could run into issues where major tech products are no longer able to safely use TSMC due to conflict. Isn't this kind of a huge concern? I just thought it's worth starting a conversation about. Below are just a few links to articles which talk about how integrated apple, nvidia, amd, and to some extent intel are with their CPU's & GPU's. It seems like a major supply chain bottleneck.
1 company with 4 mega silicon companies using them to manufacture their primary core chips.
Where is the diversification?
https://www.tomshardware.com/news/amd-tsmc-second-largest-customer
https://www.tomshardware.com/news/nvidia-switching-to-tsmc-in-2021
https://appleinsider.com/articles/21/01/15/tsmc-on-track-for-testing-3nm-apple-silicon-processors-in-2021
https://www.techradar.com/news/intels-gaming-graphics-card-could-be-built-by-tsmc-and-sounds-like-a-threat-to-nvidia-and-amd This is a good recent analysis of the industry https://www.economist.com/business/2021/01/23/chipmaking-is-... Maybe not quite a fab monopoly, but they do a have a strong position due to being both big and having the best tech right now.