Linus dives into why GPU and CPU prices keep climbing: Intel, AMD, and Nvidia all contract TSMC for the world’s most advanced nodes, and TSMC’s fab capacity is limited. Meanwhile, ASML’s Dutch-built EUV machines are the only way to print those tiny transistors, creating a huge bottleneck—and no real competition to drive costs down.
He walks through the supply chain—from TSMC’s process leadership to ASML’s lithography monopoly—and shows how those giant box-shifting machines and patent-protected tech combine to keep hardware expensive.
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