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I've wondered this for awhile. Theres a very recent comment from the CEO stating something similar... But historically it's seemed they've allowed their custom
by adam_arthur 2y ago
I've wondered this for awhile.
Theres a very recent comment from the CEO stating something similar... But historically it's seemed they've allowed their customers to take most of the margin.
They should have a lot of leverage being on the most advanced node, but doesn't seem they use it.
Likely a cultural thing, but if somebody has more insight would be curious
- analognoise 2y agoWe consider repeatably providing good value to customers as some kind of weakness?
- adam_arthur 2y agoNvidia is getting ~90% margins on their cards, which are manufactured by TSMC. Nobody else can manufacture to the same levels of density/performance/efficiency. TSMC is clearly not capitalizing well on their process advantage. Apple and Nvidia can switch to other fabs, but performance and competitiveness will be impacted. TSMC seems to be running more like a charity than a business with the amount of margin their customers get on their products (both Apple and Nvidia)