Re:TSMC is having more luck building in Japan than in America
by FirmwareBurner on Sunday February 25, 2024 @02:22PM
(#39503870)
>at least the segment that TSMC plays in) would be about the most advanced, least fungible good in the history of the world; they can literally only be made by that company
Not really. The margins Nvidia earns designing their chips are far higher than what TSMC earn fibbing them. TSMC actually has coemption. Samsung are only one node behind which is just enough to drive price competition down. Meanwhile Nvidia has no competition. You wanna be where Nvidia is, not where TSMC is.
OF course, this might change in the future either way.
Not really. The margins Nvidia earns designing their chips are far higher than what TSMC earn fibbing them. TSMC actually has coemption. Samsung are only one node behind which is just enough to drive price competition down. Meanwhile Nvidia has no competition. You wanna be where Nvidia is, not where TSMC is.
OF course, this might change in the future either way.