alt Hacker NewsI doubt TSMC has a choice. Any fab allocation Apple can pay for, Nvidia can afford twice over. With that kind of money Nvidia could swallow the cost of 40% broken dies and still turn out higher hardware margins than any 2nm iPhone ever could. Neither the iPhone Air nor Vision Pro justify Apple's push to dominate the latest nodes.
Novelty applications like "performance smartphone hardware" will have to wait on the sidelines. The datacenter needs it more than Apple or Qualcomm, and they've brought the beaucoup bucks to prove it.
> Novelty applications like "performance smartphone hardware" will have to wait on the sidelines.
A quarter of your revenue isn't a "novelty".
> Apple is by far TSMC’s largest customer, accounting for 23% of the Taiwanese chipmaker’s almost $72 billion in revenue in 2022.
https://archive.ph/yfGLp
You don't throw away a long term partner over short term AI bubble gains if you intend to be a long term business.