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For GPUs, I agree that you currently have to use TSMC. But if TSMC were to charge 30% of profits, you would almost certainly see a migration to other fabs which
by tylerhou 6y ago
For GPUs, I agree that you currently have to use TSMC. But if TSMC were to charge 30% of profits, you would almost certainly see a migration to other fabs which would harm TSMC's long-term profitability.
- formerly_proven 6y ago> For GPUs, I agree that you currently have to use TSMC. RTX 30 is manufactured by Samsung.
- tylerhou 6y agoNot the Quadros used in datacenters. GA100 is on TSMC 7nm according Nvidia themselves: https://developer.nvidia.com/blog/nvidia-ampere-architecture-in-depth/ https://developer.nvidia.com/blog/nvidia-ampere-architecture...