Re:Intel Reports Second Quarter 2024 Financial Results
by bornfreddy on Saturday August 03, 2024 @06:22AM
(#41145739)
> The fabless companies are going to be fucked in the long term- the fabs they contract to are all on shifting geopolitical sands!
The fabless companies will also have a problem if only TSMC is left. What is there to keep them from rising the prices? Right now TSMC is afraid of Samsung and Intel, but if Samsung falls behind and Intel folds, AMD / NVDA / ... will have a crisis on their hands.
The fabless companies will also have a problem if only TSMC is left. What is there to keep them from rising the prices? Right now TSMC is afraid of Samsung and Intel, but if Samsung falls behind and Intel folds, AMD / NVDA / ... will have a crisis on their hands.