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HardCodedBias01/15/20261 replyview on HN

Nvidia direct silicon revenue is higher.

Also Nvidia's margins are higher which means that they will be willing to pay a higher unit price.

This seems like an open and closed case from TSMC's side.


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Squarex01/15/2026

It also means that we will have a trouble buying new laptops for a few next years.

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