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A comment on Nvidia gets 20% weighting, more investor demand; Apple demoted in major techfund. Parent comment

Re:Nvidia gets 20% weighting, more investor demand; Apple de... by jhickok on Monday June 17, 2024 @03:01PM (#40709649)
Nvidia probably has a better chance of adding new suppliers than TSMC finding a new Nvidia to sell to.
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Re:Nvidia gets 20% weighting, more investor demand; Apple de... by myfavoritetings on Monday June 17, 2024 @03:06PM (#40709717)
Factually incorrect. If Nvidia dropped TSMC, TSMC could still sell to apple, AMD and others. If TSMC dropped Nvidia, Nvidia would literally have no other options for cutting edge nodes.
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Re:Nvidia gets 20% weighting, more investor demand; Apple de... by jhickok on Monday June 17, 2024 @05:38PM (#40711361)
TSMC already sells to those companies, so I don't think that addressed the scenario. I would imagine that other chip fabs would be able to pick up the slack, including many that are purchasing from ASML already and are on track to begin matching TSMC from a node perspective in a year or 2.
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