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

来源: RomaVacation 于 2024-06-14 10:07:50 [] [旧帖] [给我悄悄话] 阅读数 : (246 bytes)

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. 

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