alt Hacker News> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements.
That would ruin TSMC and others' independence.
Nvidia already did buy Intel shares so it is a thing.
Nvidia did discuss with TSMC for more capacity many times. It's not about financing or minimum purchasing agreements. TSMC played along during COVID and got hit.
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cezart • yesterday at 4:03 PM
What happened during COVID? Could you please explain shortly what they agreed to, and how it bit them?
How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders.
As far as I know there was never a demand dip at any point in there.