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

www.techpowerup.com /323297/tsmc-thinking-to-raise-prices-nvidias-jensen-fully-supports-the-idea
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4 comments

  • 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.