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And by "places orders" we mean "helps TSMC acquire plots of land on which their next facilities will be constructed" kind of level of scope, timing, and commitm
by dweekly 4mo ago
And by "places orders" we mean "helps TSMC acquire plots of land on which their next facilities will be constructed" kind of level of scope, timing, and commitment.
- fhn 4mo agoTSMC doesn't make RAM do they?
- dweekly 4mo agoFair, and I meant it as illustrative of partner depth generally rather than as a specific example around RAM.
- Danox 4mo agoNo, but they can and so can Apple if it becomes critical, I don’t know what is more critical to Apple than replacing Intel, Qualcomm, or Nvidia, but memory probably is number four on the list which means it probably is something that will be addressed?
- melonpan7 4mo agoYes I believe that’s what being a manufacturer partner entails
- michaelt 4mo agoIn my experience, the corporate-speak "partnering with" can mean almost anything. Apple gives TSMC a billion dollars to build a cutting edge fab dedicated to making Apple's chips, a deal they repeat several times over more than a decade? Partnership. Youtuber takes $300 to read an ad, giving viewers a 10% discount code? Also a partnership.
- gizajob 4mo agoThere's partnering with Apple for several decades where they plan years in advance and pay billions without fail, and there's partnering with OpenAI where Sam Altman commits to giving you a Trillion dollars provided you can deliver all that ram up front and he can give you an IOU he got from Oracle who got it from Nvidia who got it from OpenAI. These are different things.