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For GPUs, I agree that you currently have to use TSMC. But if TSMC were to charge 30% of profits, you would almost certainly see a migration to other fabs which would harm TSMC's long-term profitability.


> For GPUs, I agree that you currently have to use TSMC.

RTX 30 is manufactured by Samsung.


Not the Quadros used in datacenters. GA100 is on TSMC 7nm according Nvidia themselves: https://developer.nvidia.com/blog/nvidia-ampere-architecture...




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