I think this category of actors are neglected as a whole. (As well as SKH, micron etc.)
TSMC makes the chips for NVIDIA and everyone—I didn’t talk too much about them because they are already a lynchpin in many countries’ AI/national security policy (China PRC, Taiwan and at least United States). And by their nature, they are already under heavy surveillance for prosaic (trad. National security and chip self-sufficiency) reasons.
What do you think of the cards held by TSMC and Samsung?
I think this category of actors are neglected as a whole. (As well as SKH, micron etc.)
TSMC makes the chips for NVIDIA and everyone—I didn’t talk too much about them because they are already a lynchpin in many countries’ AI/national security policy (China PRC, Taiwan and at least United States). And by their nature, they are already under heavy surveillance for prosaic (trad. National security and chip self-sufficiency) reasons.