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Comment by jfaat

> there are ordinary looking trucks puttering about on Taiwan's highways with likely tens of millions of dollars of chip inventory sitting inside. Like what happens if one of them gets into a crash? Will Nvidia miss earnings because of this?

Wow that's amazing. When he was talking about needing to move wafers around I was thinking surely they can't just like truck them around but nope, that's the whole thing

parent jfaat 2 months ago

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