TSMC is getting help from customer Nvidia in lithography.
The “cuLitho” software and hardware is moving expensive operations to Nvidia GPUs, which will help TSMC deploy inverse lithography and deeper learning, according to C.C. Wei.
This jumped out as interesting to me. How would this relationship work? Is it like, "hey Nvidia, send us a few of those shiny GPU's and some engineers and we'll knock a few bucks off your wafer price"? Or more like, there is a division at TSMC that uses GPU's for process improvements, and they choose their vendor independent of any customer relationships?