[throwaway2037]

    > Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshor[e]

TSMC is building state of the art fabs in Arizona, USA. Samsung in Texas, USA. I assume these are being done to reduce geopolitical risk on all sides.

Something that I never read about: Why can't NVidia use Samsung fabs? They are very close to TSMC state of the art.

[re-thc]

> They are very close to TSMC state of the art.

They're not. Most have tried at 1 point. Apple had a release with TSMC + Samsung and users spotted a difference. There was quite a bit of negativity.

[high_na_euv]

TSMC will not have state of the art on US soil.

Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil

[throwaway2037]

    > Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil

This is bold claim. Do you have a public evidence to share? I have never once seen this mentioned in any newspaper articles that I have read about TSMC and their expansion in the US.

[high_na_euv]

https://www.tomshardware.com/tech-industry/semiconductors/ta...

[mrheosuper]

Maybe after being bitten by Samsung on their RTX3000 GPU. Power Spike and a lot of heat.