alt Hacker News> Rather, the only thing that will truly motivate TSMC to take on more risk is competition.
Maybe I missed something, but if Google, Microsoft, Apple, OpenAI, etc want more capex on fabs, they can front that money themselves?
> Rather, the only thing that will truly motivate TSMC to take on more risk is competition.
Maybe I missed something, but if Google, Microsoft, Apple, OpenAI, etc want more capex on fabs, they can front that money themselves?
Yes. I think the article missed it. In fact, I expect it to happen this year when Nvidia overtakes Apple as TSMC's biggest customer.
It's going to start a wafer war in my opinion. Best way to secure wafer supply is to pre-pay.