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Wolf480pl /
npub1704…t88d
2025-03-13 08:59:04
in reply to nevent1q…te0x

Wolf480pl on Nostr: Quad actually, I think in the long term it might fix supply. If AMD and NVidia can ...

Quad (nprofile…4jva) actually, I think in the long term it might fix supply.

If AMD and NVidia can pay TSMC more to get a larger wafer allocation, that means they can make more GPUs.

It also means less supply for every other chip made by TSMC on that process node. And TSMC gets richer.

That might mean more fabs in a decade or two...
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