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Imo this depends on whether the limiting factor is demand or production. If it's production capacity, then if in a year they're able to get TSMC to make them t
by foota 2y ago
Imo this depends on whether the limiting factor is demand or production.
If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate?
I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.
- groceryheist 2y agoNvidia is doing fine :), but it would be better for them if they were not limited. Hopefully, and probably, you are right and production is limiting.
- MangoCoffee 2y ago>I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. How many TSMC's customers need the latest tech?
- foota 2y agoAnyone that wants to keep selling new phones every year?