return2ozma@lemmy.world to Technology@lemmy.worldEnglish · 22 hours agoPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comexternal-linkmessage-square39fedilinkarrow-up1434arrow-down115
arrow-up1419arrow-down1external-linkPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comreturn2ozma@lemmy.world to Technology@lemmy.worldEnglish · 22 hours agomessage-square39fedilink
minus-squaresobchak@programming.devlinkfedilinkEnglisharrow-up5arrow-down1·6 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.
minus-squareTankovayaDiviziya@lemmy.worldlinkfedilinkEnglisharrow-up1·5 hours 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.