Glyph on Nostr: npub1wqhly…nwwzl wait is TSMC no longer fabbing for Nvidia, AMD, qualcomm, and ...

npub1wqhly46k7vg8pfgd4vet3suru4c9xrkwm739kcjljaka33gs3yjshnwwzl (npub1wqh…wwzl) wait is TSMC no longer fabbing for Nvidia, AMD, qualcomm, and broadcom? Is your contention that Nvidia is not doing anything particularly innovative or “high performance” with their own designs? And is the fair comparison a mall software retailer (40%) microsoft (30/15/0%, depending) epic (12%) or gumroad (10%)? I am not saying those are perfectly equivalent, but in the absence of a preference price signal, we do not have a way to know if this is a fair price, it’s just Apple’s choice.