In plain terms
Report #48 maps the single most consequential node in the engine. TSMC fabricates 92% of sub-7nm chips — $122.4 billion revenue, 70.4% foundry share, exclusive manufacturer for NVIDIA/Apple/AMD.
Report #48 maps the single most consequential node in the engine. TSMC fabricates 92% of sub-7nm chips — $122.4 billion revenue, 70.4% foundry share, exclusive manufacturer for NVIDIA/Apple/AMD. If TSMC goes offline: $10.6 trillion GDP erasure (Bloomberg), the nuclear-AI project (Genesis Mission) hardware freeze, AI development plateaus, financial clearing degrades (IBM z16 processes 70% of global transactions)