>If TSMC doubled or 10x what they charge Nvidia on Monday Chip manufacturing isn't like selling lemonade. You're not paying spot prices. You negociate fixed pr

>If TSMC doubled or 10x what they charge Nvidia on Monday Chip manufacturing isn't like selling lemonade. You're not paying spot prices. You negociate fixed prices upfront for the duration of the manufacturing contract with various exit clauses and penalties for both sides. >Nvidia can’t switch suppliers overnight They can't switch overnight, but you also don't make good business by screwing over your customers for a one time hitjob just because you've locked them in for a few years. That trick will only work once. After that they'll avoid you with a 3,048 meter pole. You stay afloat by building long term trust with your customers.