return2ozma@lemmy.world to Technology@lemmy.worldEnglish · 2 days agoPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comexternal-linkmessage-square131fedilinkarrow-up1644arrow-down121
arrow-up1623arrow-down1external-linkPeter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearswww.investing.comreturn2ozma@lemmy.world to Technology@lemmy.worldEnglish · 2 days agomessage-square131fedilink
minus-squaresobchak@programming.devlinkfedilinkEnglisharrow-up8arrow-down1·20 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-up2·19 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.