Posted by speckx 1 day ago
We really need many more smaller, more independent manufacturers. All the big guns, from NVIDIA, Apple, Intel, AMD, etc... have massively disappointed about 99.9% of us here now.
Also Nvidia's margins are higher which means that they will be willing to pay a higher unit price.
This seems like an open and closed case from TSMC's side.
More likely they will not use leading the leading edge fab process, which TBH is fine for the vast majority.