The EfficiencyTrap: Why our hardware supply chain is a systemic risk ?

[HashRate Hero]

Many people simply forget that Bitcoin is a technical protocol, not just a financial ticker.


In minning we’re all obsessed with J/TH, but we’re creating a massive supply chain bottleneck. If one major foundry goes down, our hashrate is toast. Are we just ignoring the hardware resilience risk, or am I missing something?

[NotFuzzyWarm]

Not missing something, just overthinking.

Two foundries make mining chips - TSMC & Samsung. If one of those 'goes down' there will far more industries affected than just mining as those companies make over 90% of all cutting/bleeding edge chips <7nm in the world. Think smartphones, video cards, cpu's, network çhips, etc. those are who will affected with a far larger global impact.

Each has several advanced node foundries so problems at one would be serious but the end of the world. Considering the number of miners shutting down or shifting to chase the AI bubble there will be more than enough new or used high end mining gear to go around.