Comment by bigyabai
1 day ago
Nvidia already did. They and Apple were the two primary investors in TSMC's Arizona plant.
Kissing ass gets you in the door with TSMC, but it doesn't protect you from other people outbidding the product you want.
1 day ago
Nvidia already did. They and Apple were the two primary investors in TSMC's Arizona plant.
Kissing ass gets you in the door with TSMC, but it doesn't protect you from other people outbidding the product you want.
> Kissing ass gets you in the door with TSMC
No, but being a long term partner gets you preferential treatment.
TSMC has literally been cutting Apple special lower pricing deals while signaling that given Nvidia's extravagant margins, they expect them to pay more per wafer than a normal customer.
> TSMC hints at price increase for Nvidia as response to its booming AI hardware business
https://www.techspot.com/news/103325-tsmc-hints-increasing-c...
Case in point:
> "TSMC's contribution to the world and the tech industry is under-represented by its financial results." Huang added that "raising prices is consistent with the value they deliver. I'm very happy to see them succeed."
Lowering prices for Apple while simultaneously raising them for Nvidia doesn't really support your argument.
If Nvidia is willing to pay up front to increase TSMC's production capacity, then they get wafers out of that new production capacity.
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