Losing TSMC Wouldn't Be Disastrous Because Intel Is Only 2x Behind
Neil Movva · Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper · Aug 25, 2026 · at 1:17:13
Ex-Nvidia engineer Neil Movva pushes back against widespread geopolitical anxiety over potential disruption to TSMC's foundries in Taiwan.
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“And my contrarian take is that it wouldn't be that bad. Supply would take a shock for sure, but The best processes that we have in the West, like Intel, not that far behind, at worst, like maybe two X worst performance per watt. And the gap is just far smaller than you would make it out to be if you talk, if you follow like the chipboard dialogue.”
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