@Fabian @ValueWilli
Thanks for your answers. As I said, even if the probability of an armed Taiwan conflict is <20%, it is worth making provisions against it as a kind of hedge.
$GFS and $INTC seem to have medium-term capacity in Europe/USA. But who could scale highly complex semiconductors such as an H100? Extremely good research could pay off here...
Thanks for your answers. As I said, even if the probability of an armed Taiwan conflict is <20%, it is worth making provisions against it as a kind of hedge.
$GFS and $INTC seem to have medium-term capacity in Europe/USA. But who could scale highly complex semiconductors such as an H100? Extremely good research could pay off here...
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@Kotschi_232 As far as I know, Intel is at the top of ASML's delivery list for the new chip machines. I think this will result in a considerable leap forward. But it's all just a lot of half-talk... sry half-knowledge 😉✌️
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