Arguably that single company is ASML. There are more fabs (e.g. Intel), but AFAIK cutting-edge nodes all use ASML EUV chip fabrication machines?

Intel still fabs their own CPUs, their dedicated Xe graphics are made by TSMC, though.

Nvidia 30-series was fabbed by Samsung.

So there is some competition in the high-end space, but not much. All of these companies rely on buying lithography machines from ASML, though.

>Intel still fabs their own CPUs

Isn't Lunar Lake made by TSMC? Supposedly they have comparable efficiency to AMD/Apple/Qualcomm at the cost of making their fab business even less profitable

AFAIK there are some components that are made by TSMC while some others are still made at Intels own fabs

Lunar Lake is 100% TSMC. Meteor Lake is a mix.

As far as I know, Intel is still very much a fab company.

This is probably a lot more common than you might think. How much of an "entire industry", or indeed industry as a whole, relies on Microsoft?

wait till china invades

Good thing TSMC is getting billions of dollars of government subsidies to build fabs all around the world including in the US and Japan.

The real problem is, any disruption of Taiwan and China's ability to produce and sell semiconductors right now is going to have wide ranging impacts on the economy.

If you thought prices were high during pandemic shortages, strap in.

It's probably not a coincidence that as soon as the US starts spending billions to onshore semiconductor production, China begins a fresh round of more concrete saber-rattling. (Yes, there's likely other factors too.)

Your crystal ball is intriguing, do you have a whitepaper I can check out to understand the underlying mechanics?