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>Or is that not how fabrication capacity works?

The basic of Supply Chain and Supply and Demand, as you should have all witness during COVID for toilet rolls are the same.

Fab capacity is not that different to any other manufacturing. You just need to book those capacity way ahead of time. ( 6 - 9 months ) And that is also why I said 99% of news, or rumours about TSMC Capacity are pure BS.

So to answer your question. Yes, Nvidia will likely go for the higher margin products. One of the reason why you see Nvidia working with Samsung and Intel.