Nvidia Overtakes Apple as TSMC's Biggest Customer

[svish]

Not surprised. With AI and Nvidia having a huge role, it was bound to happen. Apple should remain as a huge and very significant customer of TSMC for many years to come.

 

[carestudio]

Would Apple lose their 2nd spot if moving some silicon production to Intel ?

 

[falainber]

When the AI bubble finally bursts, Apple will go back to being Foxconn’s biggest customer. There are only so many AI servers that will be built. But new iDevices appear every year.

AI bubble will burst soon. Right after the Internet bubble bursts.

 

[DevNull0]

This is not good for Apple at its scale

Between ram prices and this I’m scared to see the new MacBook prices. I’m glad i got mine next month.

 

[CarAnalogy]

I remember when Nvidia was relatively unknown and made waves by buying 3Dfx. God, I'm old...

You and me both. I'll never forget Quake 2 going from software rendering to hardware rendering...

I imagine it's what getting glasses for the first time would be like.

 

[120FPS]

Nvidia is selling more chips than the world has data centers to house, and there’s increasing resistance against building more. The sales volume is not sustainable.

They will have an ARM APU for notebooks soon

 

[Alameda]

Apple needs chips

Company A is car company which builds transmissions which they use in their cars.
Company N is a company that builds transmissions.

Company A does not care that Company N builds more transmissions. Because they're building entire friggin' cars and trucks.

Nvidia chips are orthogonal to Apple's computers and phones. Another ten Nvidia chips sold does not reduce the number of MacBooks sold. They may as well be car transmissions. There are companies who build DRAM chips and they make more chips than Apple makes. Why should Apple care?

In fact, it may well be that Apple, Nvidia and TSMC are are all happy to be on the same page, because this way neither Apple nor Nvidia has to carry all the water with respect to paying for the spool up of a new manufacturing line, and TSMC has much better business continuity with two lead customers buying foundry space for their newest chips.

 

[Stella]

AI is the absolute worst abomination i

It's not a bubble, more like a deflating tire. With everyone building their own AI chips, AMAZON, Microsoft, Google, Apple, etc to get out from under Nvidia, the air is being let out slowly. But make no mistake, Nvidia's days are numbered. Their moat is leaking.

There’s a lot of ai businesses that are 100% dependant on investors. Unsustainable. Ai is not cheap, its expensive.

I hope the bubble bursts soon - sooner the less painful , or as you think - a lot less painful - the tire deflates.

 

[Stella]

AI bubble will burst soon. Right after the Internet bubble bursts.

The ‘internet’ bubble did burst - the aka dot com boom, burst by 2002.