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A comment on U.S. government takes 10% stake in Intel. Parent comment

Re:U.S. government takes 10% stake in Intel by lugu on Friday August 22, 2025 @09:53PM (#44992269)
What is the risk for Nvidia if TSMC diseaper? Wouldn't they simply switch supplier and pick the second best option?
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Re:U.S. government takes 10% stake in Intel by dismalaf on Friday August 22, 2025 @10:50PM (#44992643)
Then they'd have to use Samsung or Intel. Both are a bit behind TSMC, but the main issue is that TSMC has a massive amount of capacity so chips would become very, very expensive.
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Re:U.S. government takes 10% stake in Intel by hluska on Friday August 22, 2025 @10:07PM (#44992356)
That would not only be incredibly expensive, but there would be a period while quality catches up.
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Re:U.S. government takes 10% stake in Intel by mensetmanusman on Saturday August 23, 2025 @09:42AM (#44995932)
GPUs would go backwards a few generations for 5-10 years. Also supply shock on other industries would double the prices of chips for vehicles. Eg covid 3.0
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