A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026semiconductors
• A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. JHJensen Huang15 Apr 2026semiconductors
• A semiconductor fab is mostly its tools; the building around them is the cheap part. BPBrian Potter3 May 2024semiconductors
• AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. GOGergely Orosz24 Sept 2026semiconductors
• AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. DPDylan Patel3 Feb 2025semiconductors

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