Morris Chang, in conversation with Jen-Hsun Huang

Very interesting. Those really are pretty stunning words for a business relationship as big as this. If I understand correctly, Nvidia has nowhere else to go since TSMC is so far ahead of other independent foundries (I'm not sure how independent GF really is - is it conceivable for Nvidia to work with GF?) and it can't very well go to Intel given the amount of competition they are engaged in. Maybe Samsung? Also, I'm not clear on the arguments presented in the slides. The transistor normalized price curves for 20nm and 14nm do eventually cross over the preceding curves, unlike the 40nm curve. And even putting the same transistor count on a smaller process node can result in lower power consumption once the leakage problems are mitigated, so the value is increased. Edit: For historical background, here's a fascinating conversation from 5 years ago between Morris Chang (founder and chairman, TSMC) and Jen-Hsun Huang (CEO, Nvidia): [VIDEO]

Jen-Hsun interviews Morris Chang [VIDEO] Long interview, but I think it has moments where it reinforces the same concept that it is very difficult to copy a business, even if the CEO is directly telling you their secrets. Interesting interview - although exponentially above my pay grade.

jensen is a hero of mine. excited to listen in! highly recommend his convo with Morris Chang over 15 years ago: [VIDEO] as a guy from another small country these two taiwainese american semiconductor titans give me a lot of inspo

It cuts deeper. Morris Chang is a hero of Jen-Hsun Huang and relationship goes way deeper than customer-vendor relationship. [VIDEO]