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Re: Capt_Smith77 post# 11022

Wednesday, 07/24/2024 7:27:42 PM

Wednesday, July 24, 2024 7:27:42 PM

Post# of 14811
Very doubtful. Nvidia is a supplier to basically OEM customers. Since they are buying a finished product and no tooling involved there would be no upfront money. The only thing which could happen depending on what type of contract they have for delivery and cancellation policies, they might have to take x amount of parts but that is also unlikely unless last minute. The only contractual agreement would be between TSM and Nvidia whereby Nvidia would have to take parts in production and any raw material associated with their orders. I would imagine due to the lead times for delivery from TSM they would most likely be committed to take somewhere between 16-24 weeks of volume.
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