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Drawn from what Dylan Patel said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
Word for word, with the source under each one. They did not write this page.
Founder and chief executive of SemiAnalysis
You can you can take the margin like Nvidia takes the margin. memory players are taking the margin, but ASML has never risen the price more than they've increased the capability of the tool. Um, and so in a sense, they've always provided net benefit to their customer.
Where this was said
Watch from 0:45:42 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
All 28 korrents from this recordingthis one is 10th
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Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.