Nvidia doesn't have a monopoly on GEMM and GEMV. There will be dozens of hardwar... | Hacker News

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		fcanesin on Jan 28, 2025 \| parent \| context \| favorite \| on: Nvidia’s $589B DeepSeek rout Nvidia doesn't have a monopoly on GEMM and GEMV. There will be dozens of hardware vendors. It is TSMC that should be the most valuable company in the world.

farseer on Jan 28, 2025 [–]

By that logic TSMC is not the only one capable of 5nm. ASML should be the most valuable company in the world?

fcanesin on Jan 28, 2025 | [–]

Certainly one of the most valuable, but I would still say TSMC as there are lots of other steps in the production besides photolithography (etching, ion implantation, vapor deposition, packing, ...).

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