Neranja
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I don't believe that. Nvidia, AMD and Apple have booked all capacity.TSMC's capacity is 100% booked which is why they had to go to Samsung
NVIDIA And AMD Just Bought Up All Excess Capacity At TSMC For Next Generation GPUs And CPUs
While the Coronavirus has the business world reeling, NVIDIA and AMD have both swooped in and purchased excess capacity at TSMC by ramping up their orders for next-generation GPUs and CPUs. In a report published by Digitimes, Taiwan's most reliable news source, TSMC is expected to post strong...
wccftech.com
Nvidia even pre-booked the TSCM 5nm node.
NVIDIA wants to 'leap frog' AMD and 'prevent them' from getting bigger
NVIDIA has 'pre-booked' the entire of TSMC's production capacity of 5nm in 2021.
www.tweaktown.com
EDIT: Ah, I forgot the money quote:
'RetiredEngineer' on Twitter tweeted out the DigiTimes report, nothing that NVIDIA "previously underestimated the effect of AMD embracing TSMC, and made some errors in its own plans for migrating to advanced nodes. Moving to Samsung and wavering in its TSMC strategy, only to be go back to TSMC later, NVIDIA was unable to secure enough 7nm capacity, resulting in AMD grabbing the limelight, eroding NVIDIA's brand value, and increase its own market share for GPUs".
It's entirely NVidias fault.
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