Deals are for advanced nodes are negotiated year or more before the manufacturing starts.
Apple pays most for TSMC, so they get first take. Nvidia is close second.
Apple pays most for TSMC, so they get first take. Nvidia is close second.
With iPhone demand decreasing as the purchase cycle elongates (Vision Pro still low volume) and AI demand surges, it'll be interesting to see how much this gap closes. Other Nvidia competitors will certainly emerge over time, which also incentivizes Nvidia to take up as much quota as they can.