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TSMC Risk

stratechery.com · first added by @kale · 2026-02-02 · 3 upvotes

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─── In 2 lists ─────────────────────────────────────────

* Issue #780 by @hnl [startup_news]

* Issues by @tech_daily

─── Discussions ────────────────────────────────────────

167 pts · 141 comments · node

─── From the discussion ────────────────────────────────

* Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

digitimes.com · node

* EUV lithography - Wikipedia

en.wikipedia.org · node

* Demand for Intel's processors is apparently there, but the supply is not

arstechnica.com · node

* Liang Mong Song - Wikipedia

en.wikipedia.org · node

* 2 nm process - Wikipedia

en.wikipedia.org · node

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