Comment on Nvidia projects $673B in sales as AI demand widensparentComments−fsuts17dTSMC could charge more if they also lent the customer money to buy the chipsSame with ASMl who are the sole company behind their machines.As could millions of other companies.This is an unprecedented circular debt gamble. The market price is not based on affordability but distorted by the seller.−Jlagreen13dif TSMC decided to charge more then Nvidia would profit the most. Simple reason is that TSMC has to offer same pricing to all customers or face regulation issues. But expensive wafers is an issue for those with lower margins not the king of margins.
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TSMC could charge more if they also lent the customer money to buy the chips
Same with ASMl who are the sole company behind their machines.
As could millions of other companies.
This is an unprecedented circular debt gamble. The market price is not based on affordability but distorted by the seller.
if TSMC decided to charge more then Nvidia would profit the most. Simple reason is that TSMC has to offer same pricing to all customers or face regulation issues. But expensive wafers is an issue for those with lower margins not the king of margins.