▲ | j_walter 5 days ago | |||||||||||||
That will 100% never happen. Nvidia is big, but not even close to a majority of TSMC revenue or loading. Apple, Intel, Qualcomm, etc... In this case...TSMC is holding all the cards, not Nvidia | ||||||||||||||
▲ | FuriouslyAdrift 5 days ago | parent [-] | |||||||||||||
Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes. | ||||||||||||||
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