If you’re a fabless company that relies on external chip manufacturing from companies like TSMC, you’re forced to compete for limited wafer starts, particularly on the bleeding edge nodes. The use of a smaller node dramatically alters the fundamental performance capabilities and even the essential viability of your chip. That's why industry giants like Apple, Qualcomm, AMD and Nvidia all spend billions to secure their supply. If they don’t pay up, then there's no (or...
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Game Reviews 2: Nvidia is set to spend at least $10B to secure its share of limited 5nm chip supply
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