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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
And Huawei has a bigger pool in China. It's very arguable that Huawei, if they had TSMC, would be better than Nvidia.
Where this was said
Watch from 2:23:30 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
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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.