But NVDA prepaid HBM (special DRAM for GPU) to SK Hynix for 1-2 years. It uses money to monopolize supply chain.
My guess is TSMC asked for higher price in return for higher 2025 capacity negotiation with NVDA.
不帮忙，TSMC也不会永远有这个瓶颈。
HBM，三星来了，和AMD签了。美光也出来了。HBM价格会降。
It doesn't matter who want to make their own chips, they will need to go to AMAT.
分别在$118.80 和$120.60 买进，准备长持。
But NVDA prepaid HBM (special DRAM for GPU) to SK Hynix for 1-2 years. It uses money to monopolize supply chain.
My guess is TSMC asked for higher price in return for higher 2025 capacity negotiation with NVDA.
不帮忙，TSMC也不会永远有这个瓶颈。
HBM，三星来了，和AMD签了。美光也出来了。HBM价格会降。
It doesn't matter who want to make their own chips, they will need to go to AMAT.
分别在$118.80 和$120.60 买进，准备长持。