○TSMC rejects Jensen Hwang’s request immediately

• Amid news that the meeting atmosphere was stiff as TSMC rejected Jensen Huang’s demand for a new CoWoS line dedicated to Nvidia outside the existing factory, 黃 Huang, a Taiwanese economist, appeared on an economic program on the 23rd to mention the background of the episode.
• According to him, it can be understood in this context that Jensen Huang suddenly asked TSMC to install a CoWoS line exclusively for Nvidia during his visit to Taiwan in June because he has nothing to say for Nvidia’s survival.
• However, as soon as TSMC management heard that, they asked, “Is Nvidia paying for the money?” and the atmosphere intensified a bit as both sides put forward their company interests, so TSMC Chairman Weijer eventually started to evolve himself.

○Proof that TSMC has a relationship advantage

• TSMC rejected Nvidia’s request because it has never installed a specific customer-only line outside its factory, and if such a precedent is set, both of us will definitely ask for it. Apple had also requested the installation of a dedicated line, but it was not the establishment of a line outside the existing TSMC factory.
• Also, if there is a production line outside the factory, there is a risk of technology leakage, so it is natural for TSMC to reject it.
• Huang explained that the results of this episode are proof that TSMC has an edge over Nvidia.
• No, TSMC is almost monopolizing 3-5 nano process and CoWos technology, establishing an unrivaled position that no one can shake.

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