You are viewing a single thread.
View all comments 
0 points
What he won’t support is them raising prices mostly for Nvidia. TSMC has done this in the past as a clear move to cut nuisance production, and nvidia’s books are full of nonsense orders that they can’t possibly fill. Wei isn’t an idiot, unless Nvidia fronts a lot of cash, it’s unlikely to work out in Jensen’s favor.
0 points
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.
1 point
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.
1 point