/biz/ - Business & Finance

>>24878636
NVDA relies on Samsung for part of their products, but Samsung isn't exactly doing well
for example
>https://www.gizmochina.com/2020/08/05/samsung-lost-qualcomm-5nm-orders-tsmc/
because just remember that yields are the most important thing here. Intel has had so many problems with that. If your yields are shit, you can't fulfill enough orders, you waste so many wafers since there are too many imperfections on the wafer
Meanwhile TSM is practically perfect that whole-wafer chips (more of a dickwaving move rather than actual practicality though) are reasonable with their foundries

It's not a meme stock of course, it's a boomer bluechip with a mix of good growth and decent dividends. Something you can buy and just forget about unless China does something crazy with Taiwan, but even then I wouldn't be worried about that since China obviously wants to keep Taiwan's industry intact ("peaceful" assimilation should be their goal probably) and TSM is multinational at this point with many foreign shareholders so it will stay private like any other corporation in China