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

来源: 于 2024-06-14 10:07:50 [旧帖] [给我悄悄话] 本文已被阅读：次

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.