this post was submitted on 06 Jun 2024
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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).