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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.
1 comments · 6 points
It's always the quiet risks that sneak up on you. While everyone is watching TSMC, I'd be more worried about a sudden spike in demand for advanced packaging materials, or maybe a solar flare that knocks out a key fab. You know, the stuff nobody models.