But all sorts of people get their things fabbed by TSMC. Cerebras get their chip...

nebula8804 · 2025-09-17T17:23:06 1758129786

TSMC and NVIDIA's relationship has gone back for more than 20 years. In the NVIDIA biography they talk about how TSMC really helped NVIDIA out early on when other suppliers just couldn't meet the quality and rate demands that NVIDIA aspired to. That has led to a strong relationship where both sides have really helped each other out.

impossiblefork · 2025-09-17T18:20:14 1758133214

Yes, but other are still getting chips from them. I think it's just a matter of having enough demand.

re-thc · 2025-09-17T14:08:41 1758118121

> If there's orders, why would they prefer NVIDIA? Customer diversity is good, is it not?

Money talks. Apple asked for first dips a while earlier (exclusively).

impossiblefork · 2025-09-17T18:18:55 1758133135

But other people are literally getting their things fabbed by them.

AMD are, Cerebras are, I assume OpenChip's and Euclyd's machines will be.

re-thc · 2025-09-18T14:31:11 1758205871

> But other people are literally getting their things fabbed by them.

Sure, but in my example Apple got access exclusively for a few months to a newer node, which would make a world of difference if you compete in the same space.