TSMC, meanwhile, has a corporate commitment to trust, a promise recognized across the industry — even by Nvidia founder Jensen Huang. That trust extends into tomorrow, which is why TSMC invests vast sums in developing process technology it believes customers will need tomorrow, rather than waiting for them to order up capacity today. That’s also why TSMC today offers some of the world’s most advanced interconnects, enabling powerful tech that likely includes Apple’s M5 Ultra. But just as important as technology and manufacturing capacity is a trusted relationship between companies.
That’s not to say capacity doesn’t matter. It does. And as…
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