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CCby u/chart_chai_th·11hDiscussion

NVDA's Supply Chain Resiliency

Considering the ongoing geopolitical landscape and its impact on semiconductor manufacturing, particularly foundry capacity, what are the primary risks to $NVDA's supply chain in 2024-2025? Beyond TSMC's Taiwan facilities, are there sufficient alternative capacities or strategic reserves that would mitigate a significant disruption? I'm looking beyond the typical demand-side analysis and more into the actual physical production constraints and resilience strategies.

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