6 ms·
Of course it does. Do you think Nvidia likes being dependent on TSMC?
by soniman 2y ago
Of course it does. Do you think Nvidia likes being dependent on TSMC?
- wtallis 2y agoIntel's foundry business is unsuitable for NVIDIA to use to produce GPUs. Intel's foundry business is also not a complement in the economics sense, as in "commoditize your complement"; it's a substitute for TSMC fabs (but a bad substitute). The market impact of Intel's foundry business is that incremental improvements to the fabs used more or less exclusively for Intel's x86 CPUs does not lead to higher sales of NVIDIA GPUs. It would take an unrealistically huge advance in quality or drop in price for Intel's fabs and the output thereof to affect demand for NVIDIA GPUs.