The Ledger
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Morin details profit margins across TSMC, Nvidia, and cloud providers
“Nvidia, like a TSMC sells you at 60% margin. Nvidia sells you at, you know, 90% margin. And on top of that, there's Amazon that takes, let's say a 30% margin.”
O'Driscoll: Nvidia and TSMC Have No Written Contract Despite 30-Year Partnership
“You have the NVIDIA relationship with TSMC, which famously, they don't even have a written contract. They've dealt with each other for 30 years.”
O'Driscoll: TSMC raising CapEx budget to $50B amid infinite AI demand
“They just did their earnings call, and the comment was, you know, basically, demand for compute is effectively infinite right now, and they're raising their capex. Remember, these are not kind of, these are folks who say, I'm going to spend fifty billion dolla…”