points by itomato 3 days ago | 0 comments
Whomever controls the means of production (TSMC) controls the direction of progress.
Nobody is in control but Taiwan Semiconductor. Not Samsung, not Micron, not Nvidia.
Orders that can't be fulfilled get canceled. Canceled orders mean canceled plans and canceled companies follow.
Someone bigger will buy the husk and monetize it somehow - probably for gambling.
No one else has and in this current setup, the disurption of this particular market is very very very very expensive and time consuming.