Alphane Moon to [email protected]English • 4 months agoTSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Ideawww.techpowerup.comexternal-linkmessage-square4fedilinkarrow-up124arrow-down12
arrow-up122arrow-down1external-linkTSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Ideawww.techpowerup.comAlphane Moon to [email protected]English • 4 months agomessage-square4fedilink
minus-squareAlphane MoonOPlinkfedilinkEnglish3•4 months agoAnd what if Nvidia does front a lot of cash (similar to how Apple bankrolls new nodes)? Not saying this is happening or will happen, but it is a distinct possibility.
minus-squareEleventhHourlink11•4 months agoThen they’re going to have to compete with Apple on pricing, and nothing would make TSMC happier than Apple and NVIDIA in a bidding war for fab facilities.
minus-squareAlphane MoonOPlinkfedilinkEnglish6•4 months agoTSMC would love such a setup, although I feel Apple will demand a measure of loyalty (and to my limited understanding Apple hates Nvidia).
And what if Nvidia does front a lot of cash (similar to how Apple bankrolls new nodes)?
Not saying this is happening or will happen, but it is a distinct possibility.
Then they’re going to have to compete with Apple on pricing, and nothing would make TSMC happier than Apple and NVIDIA in a bidding war for fab facilities.
TSMC would love such a setup, although I feel Apple will demand a measure of loyalty (and to my limited understanding Apple hates Nvidia).