TSMC revenue from NVDA was about 11% in 2023, AAPL 25%

But NVDA prepaid HBM (special DRAM for GPU) to SK Hynix for 1-2 years. It uses money to monopolize supply chain. 

My guess is TSMC asked for higher price in return for higher 2025 capacity negotiation with NVDA. 

所有跟帖： 

• GPU產量限製是台積電interposer不夠，所以老黃向Intel求救，要是Intel出手幫忙，產量會大增。就算Int -哪一枝杏花- ♀ (144 bytes) () 06/14/2024 postreply 10:21:50