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With all the talk of tsmc not wanting to work with nvidia you think they will ever be able to go back? I am locked to nvidia because 3d render programs do not yet support amd.
Neither gives a shit. Manufacturer has capacity. Manufacturer sells capacity to person paying highest amount. Person paying pays the least amount it can to deliver with a quality managed contract.
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Too many people put way too much of an emotional lens to it. If you run any notably large company, you have to be inherently cutthroat.
This.
People need to stop thinking big business works like teenage drama queens.
[...]
Big companies will have have one department involved in billion dollar lawsuit against another company, while other departments continue doing productive business with them. This isn't a high school clique where "We hate that guy and forbid hanging out with them".
I would say TSMC making CPUs for AMD is more lucrative than making GPU's for Nvidia. In other words AMD can pay a hell a lot more per die area. A 3960x sells for roughly $1500, same price as a 3090 from Nvidia which has a board, memory, cooler, hundreds of other components, how much can Nvidia really pay TSMC for that die and make that card? While TSMC can make smaller chiplets for AMD at way higher margins. If you only have so much capacity, highest bidder wins. AMD can out bid Nvidia is how I see it and sideline Nvidia somewhat.This.
People need to stop thinking big business works like teenage drama queens. People have watched too much "reality" TV and think that is how the real world works. It doesn't.
Next they need to start ignoring YT clickbait that feeds these fantasies.
Big companies will have have one department involved in billion dollar lawsuit against another company, while other departments continue doing productive business with them. This isn't a high school clique where "We hate that guy and forbid hanging out with them".
We will never know why NVidia chose Samsung, unless they tell us, but those inclined toward drama stories wouldn't believe them anyway. Because there wouldn't be enough drama in the real story.
Which is probably something like they tested both processes, found minimal differences and Samsung offered them a better price. Because why believe normal sensible business operation, when you can believe Drama !!!!
You mean RL isn't like "The Apprentice"?This.
People need to stop thinking big business works like teenage drama queens. People have watched too much "reality" TV and think that is how the real world works. It doesn't.
Next they need to start ignoring YT clickbait that feeds these fantasies.
Big companies will have have one department involved in billion dollar lawsuit against another company, while other departments continue doing productive business with them. This isn't a high school clique where "We hate that guy and forbid hanging out with them".
We will never know why NVidia chose Samsung, unless they tell us, but those inclined toward drama stories wouldn't believe them anyway. Because there wouldn't be enough drama in the real story.
Which is probably something like they tested both processes, found minimal differences and Samsung offered them a better price. Because why believe normal sensible business operation, when you can believe Drama !!!!
Yeah, you guys say this and that about companies not holding grudges.... Then there is the reality that some do. Look at Apple, still no plans to use Nvidia after how many years of a superior product? They rubbed them wrong long ago and aren't going back to let it happen again. Companies do and continue to block other companies that don't treat then how they feel they should (whether they are right or wrong). Look how long it took Ford to start using Bridgestone tires again.... And that was mostly Fords own engineers cutting corners! No, not every little thing that happens is a deal breaker, but sometimes they do get blacklisted even if you guys don't want to beleive it. These are just 2 examples, but there are plenty more. Piss in someone's Cheerios and they don't come running back for the next project regardless of how "mature" businesses are. Nvidia is known to do this (apple, microsoft, who knows about others we haven't heard about). It's not hard for me to imagine they could have pissed someone off.Company A: "Didn't like Company B last time."
<12 minutes later>
Company B: "Hey, we have a thing, want to make money with us?"
Company A: "YES!"
We really need to stop attributing human grudges to corporations. They don't work like that. Also - big companies really aren't as cohesive as many think. It's a federation of groups.
I can't tell you how many times I worked with "my competitor" on a project which made us both crazy money, even if another group in both our companies was in a knife-fight. That's how it goes.
With all the talk of tsmc not wanting to work with nvidia you think they will ever be able to go back? I am locked to nvidia because 3d render programs do not yet support amd.
Yeah, you guys say this and that about companies not holding grudges....
So, that was a lot to say just to basically agree that some companies will and do hold grudges and refuse to do work with them when they have disagreements.The way supply chain works in tech is basically like this.
Most reasonably large technology organisation puts a specification together that says I want this many parts, of this type, on this delivery schedule.
That is given to suppliers that might be able to deliver it, they respond, negotiations happen, terms are established, including liquidated damages for failure to deliver.
If it’s a cheap thing then it’s sent to a ton of oems. If it is a commodity thing then it is usually sourced from multiple suppliers for competitive tension. If it is an expensive or complicated thing then failure to deliver because of defect rate or similar is expensive for the supplier.
Sometimes companies will sign exclusive supply contracts, usually because they want to share development costs when something is at the edge of possible, sometimes companies do in fact refuse to do business with a supplier because they mess up.
Apple quite famously is an absolute animal with that last one. They’ve bankrupted suppliers for messing up. They also are increasingly taking hold of their supply chain to guarantee quality.
So yes, sometimes it is because you refuse to do business. More often it just appears that youdo, because someone can’t practically deliver, ever.
Where someone IS taken off a supplier list, is generally because of egregious defects, leaks or because the relationship was tarnished beyond repair. Which is usually failure to deliver, failure to fix, failure to pay or very rarely human factors.
Unless TSMC failed nvidia so hard that it wasn’t commercially viable from both sides to fix it, nvidia wouldn’t take them off the supplier list. Unless nvidia didn’t Pay, TSMC would still sell to them. If TSMC had heaps of supply capacity and were not on nvidias supplier list (they are), they might loss lead to fix the relationship.
Fundamentally though, If there was not capacity available that nvidia was willing to pay more than someone else for, then TSMC won’t sell to them. The big boys can and do just come in and effectively co-opt suppliers who can do good things, sometimes for years at a time.
There we go. Tech Supply chain 101. Being good at this is literally a differentiator for a tech firm and that competence is worth billions and sometimes 10s of billions to those firms. It’s incredibly cut throat because of that and so is actually one of the last places you will see emotion play out.
Written on phone so apologies for typos