[j_walter]

That will 100% never happen. Nvidia is big, but not even close to a majority of TSMC revenue or loading. Apple, Intel, Qualcomm, etc...

In this case...TSMC is holding all the cards, not Nvidia

[FuriouslyAdrift]

Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes.

[j_walter]

You are forgetting AMD...they are up there as well (double digits %). Thats how the compete so effectively with Intel.

[phkahler]

But leading edge these days is like 15 to 20 percent performance or density. It's not a huge lead any more.