The Hidden Winner in Nvidia's AI Chip Boom Isn't Who You'd Expect
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Demand for Nvidia's AI chips is so strong that the GPU giant has reportedly dethroned Apple as TSMC's largest customer. That news comes straight from Nvidia CEO Jensen .Apple has long enjoyed special treatment from TSMC. The company gets to jump to the head of the line for new manufacturing processes, and it also reportedly doesn't pay TSMC for defective dies, which is an unusual arrangement. However, as Apple's business no longer matters quite as much to TSMC amid exploding demand for AI chips, rumors are circulating that Apple is losing some of those privileges. Going forward, it appears Apple will need to compete for manufacturing capacity alongside the rest of TSMC's customers and face hefty price increases.Who's the big winner from Apple's misfortune? Surprisingly, it's Intel (NASDAQ: INTC).Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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