Re: We'll burn that bridge when we come to it
I'm not sure if it was capacity constraints or concerns around the Global Foundries lawsuit that has since been resolved.
I suspect nVida used to be the top dog amongst TSMC's customers and first Apple and now AMD have moved ahead of them. Samsung is less about capacity (for now) and more about business options in the face of a changing market.
That may change if AMD's CPU market share increases significantly but I think we are still ~6+ months away from being able to judge that as I suspect we will get announcements once it has happened rather than pre-announced as the market in 2020 is uncertain.
Biting the hand that feeds IT
