I don't even think Nvidia could overextend if they wanted to. They're buying low-margin, high demand TSMC wafers to chop into enormous GPU tiles or even larger datacenter products. These aren't smartphone chipsets, they're enormous, high-power desktop GPUs.
I don't even think Nvidia could overextend if they wanted to. They're buying low-margin, high demand TSMC wafers to chop into enormous GPU tiles or even larger datacenter products. These aren't smartphone chipsets, they're enormous, high-power desktop GPUs.