TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea
TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea
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TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea
4 comments
TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea
TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea
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.
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.