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> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements. That would ruin TS
by re-thc 9mo ago
> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements.
That would ruin TSMC and others' independence.
Nvidia already did buy Intel shares so it is a thing.
Nvidia did discuss with TSMC for more capacity many times. It's not about financing or minimum purchasing agreements. TSMC played along during COVID and got hit.
- cezart 9mo agoWhat happened during COVID? Could you please explain shortly what they agreed to, and how it bit them?
- tim-tday 9mo agoHow do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders. As far as I know there was never a demand dip at any point in there.
- re-thc 9mo ago> there was a massive spike at the end when car manufacturers Which barely impacts TSMC. Most of their revenue and focus is on the advanced nodes - not the mature 1s. > As far as I know there was never a demand dip at any point in there. When did I imply there was a demand dip? I said they built out too much capacity.