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HardCodedBias 8 hours ago

Nvidia direct silicon revenue is higher.

Also Nvidia's margins are higher which means that they will be willing to pay a higher unit price.

This seems like an open and closed case from TSMC's side.

Squarex 5 hours ago | parent [-]

It also means that we will have a trouble buying new laptops for a few next years.

HardCodedBias 5 hours ago | parent [-]

They will simply be more expensive.

More likely they will not use leading the leading edge fab process, which TBH is fine for the vast majority.