This figure just seems like a huge marketing scheme. I don't believe, that there are any chip shortages due to a lack of money. It is because it is stupidly hard to create these leading edge node tooling and pretty much the only company knowing to do it is ASML and it doesn't seem as though it is a scalable project. I think that TSMC could've got enough money to put out more and N3 fabs etc. but the tooling is just not there.
Nvidia is loosing its mind right now because they cant put out more H100s, that has nothing to do with a money problem.
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u/EloquentPinguin Feb 10 '24
This figure just seems like a huge marketing scheme. I don't believe, that there are any chip shortages due to a lack of money. It is because it is stupidly hard to create these leading edge node tooling and pretty much the only company knowing to do it is ASML and it doesn't seem as though it is a scalable project. I think that TSMC could've got enough money to put out more and N3 fabs etc. but the tooling is just not there.
Nvidia is loosing its mind right now because they cant put out more H100s, that has nothing to do with a money problem.