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Right but at some point does Nvidia use their muscle and block TSMC from making chips for anyone else? The demand for GPUs is just increasing too rapidly for th

Right but at some point does Nvidia use their muscle and block TSMC from making chips for anyone else? The demand for GPUs is just increasing too rapidly for this to make sense.

j_walter 1y ago
That will 100% never happen. Nvidia is big, but not even close to a majority of TSMC revenue or loading. Apple, Intel, Qualcomm, etc... In this case...TSMC is holding all the cards, not Nvidia
- FuriouslyAdrift 1y ago
  Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes.
  - phkahler 1y ago
    But leading edge these days is like 15 to 20 percent performance or density. It's not a huge lead any more.
  - j_walter 1y ago
    You are forgetting AMD...they are up there as well (double digits %). Thats how the compete so effectively with Intel.