What is the connection between a Taiwan war and Nvidia?
replyTheir fabs are run by TSMC, Taiwan Semiconductor Manufacturing Company (even the ones in Arizona, AFAIK)
replyEspecially because of that I don't believe China will actually invade Taiwan right now. It will bring chip production to a halt for 5 years while factories get rebuilt. In this AI race that is not good for anyone.
replyBut how does destabilising Nvidia help with invading Taiwan?
reply> China isolating Taiwan with an ongoing military drill
replywell, they do this like 6 times a year, it just usually doesn't make the news
For some measure of nominative determinism, that is a pretty haunting timeline.
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