TSMC's Record Profits and the Graphics Card Price Dilemma
TSMC's profits are staggering, with a projected $50 billion this year, raising questions about graphics card pricing. While TSMC claims its success is due to the AI boom, the impact on consumer prices is undeniable. With Nvidia cards averaging over $700, the link between TSMC's profits and GPU costs is troubling. - TSMC's wafer prices are soaring, now at $25,000 for N3 nodes. - AMD and Nvidia face rising costs, leading to higher retail prices. The disparity in profit margins between TSMC and competitors like AMD is alarming. Investors are watching closely, but consumers are left feeling the pinch. Until TSMC adjusts its pricing strategy, expect graphics cards to remain painfully expensive. This situation underscores the need for a more competitive semiconductor landscape.