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A comment on TSMC Nanke 14 Factory Production Interruption Could Affect NVIDIA and Others. Parent comment

Re:TSMC Nanke 14 Factory Production Interruption Could Affec... by jannes on Monday January 28, 2019 @06:34PM (#19022196)
Who benefits from this, though? The first one that comes to mind is Intel... Although I am not suggesting that they did it. It's just a hypothetical question.
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Re:TSMC Nanke 14 Factory Production Interruption Could Affec... by zamalek on Monday January 28, 2019 @06:44PM (#19022272)
Anyone that doesn't use the Nanke 14 factory specifically (or uses the factory only for some of their products).
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Re:TSMC Nanke 14 Factory Production Interruption Could Affec... by JudasGoat on Tuesday January 29, 2019 @08:20AM (#19026024)
Or perhaps even a vendor that had contracted more capacity(in Nanke 14) than the present market demands, could benefit from a delay in production.
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Re:TSMC Nanke 14 Factory Production Interruption Could Affec... by wmf on Monday January 28, 2019 @06:43PM (#19022264)
In theory Samsung or AMD could benefit from shortages of Qualcomm and NVidia products although in practice the magnitude of such substitution would probably be small.
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