2026-01-15 Hacker News Top Articles and Its Summaries
1. Apple is fighting for TSMC capacity as Nvidia takes center stage Total comment counts : 47 Summary error Overall Comments Summary Main point: The discussion centers on Apple, Nvidia, and the semiconductor supply chain, examining who controls fab capacity, how demand will hold up through the AI cycle, and whether Apple should or could build or diversify its own fabrication. Concern: A key concern is that reliance on a few big players for capacity, uncertain AI-driven demand, and geopolitical risks could lead to pricing power imbalances, supply instability, or stalled investment if the cycle turns....