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TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea (www.techpowerup.com)

submitted 3 weeks ago by [email protected] to c/[email protected]

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[–] [email protected] 9 points 3 weeks ago (1 children)

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.

[–] [email protected] 3 points 3 weeks ago (1 children)

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.

[–] [email protected] 10 points 3 weeks ago (1 children)

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.

[–] [email protected] 5 points 3 weeks ago

TSMC would love such a setup, although I feel Apple will demand a measure of loyalty (and to my limited understanding Apple hates Nvidia).