this post was submitted on 17 Nov 2025
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[โ€“] sobchak@programming.dev 7 points 22 hours ago (1 children)

Not really. TSMC has a near monopoly on the advanced fabrication, and ASML has a near monopoly on the lithographic machines TSMC uses. Nvidia is a fab-less designer. Google has its TPUs, and Amazon has some kind of custom chip too.

I also invested in TSMC.

ASML is way too expensive for my taste. I've been hoping they will do split stock so I could get in.