Damned if you do, damned if you don't situation. Isn't supporting your component supplier by making them earn more money kind of... you know, goes against greed?
Aren't higher prices for advanced lithography sensible? Isn't triggering competition due to higher prices by using other factories goes against fabrication monopoly?
I won't answer those questions, but I do not expect most TPU members to bring them up before furiously bashing the keyboard at the sight of the word combination "price increase".
This is how you hurt your competition; by pricing them out of it. Not just processes themselves, but the packaging technology.
If nVIDIA can raise the price to the point where others would be less-likely to use it, it's a win for them on multiple levels.
I'm not trying to come across as any kind of brand loyalist (Like I always say: I own both a LG OLED [I got on close-out] and TCL LCD; that represents my sentiments), but I don't know how else to read this.
This is clearly attempting to price other companies out of using TSMC's best technologies for as long as possible, in-which he will pay for the next (advantage over competitors) and suggests TSMC allow this.
This not only stifles competition, but innovation.
Keeps nVIDIA's margins fat AF though, and the
public sentiment at the status-quo hype machine rolling as nVIDIA as a tier-above with a 'premium' product worth much more than *their* cost...to some people.
You have to understand;
I respect Jensen's intelligence and ability to make money by any means necessary. You also have to understand:
He is about as anti-consumer as you can possibly imagine.
Both things can be true...but
I know in my heart what I find more important. Do others (even think about that)?
From experience, given this is not his first comment like this,
many don't.
Most people do what they're told by the largest outlets (which are often granted perks, access, and kit)...listen carefully to *some* reviewers sometimes.
...and yes, this does include TPU taking payola donations from PNY(/nVIDIA?).
People listen to (insert media outlet) gush about their latest product; to many consumers their only interaction before purchase, and will pony up because they like/trust those
marketing mouth-pieces people.
People want those things (they generally often don't need); they want to be part of the 'cool-kid' club, even if it hurts them wrt value or lacks any rational explanation. It, or rather people, truly does/do work like this.
People also have incredibly short-term memories, if not the market/coverage constantly evolving to include people unfamiliar with the past.
Not to pick on DF (I appreciate/respect their minds/talents, and as individual people), but I'll never forget when the new version of FSR came out and they had to rush-ship an AMD card to one of their testers.
Too much to ask for such a well-regarded outlet to have an AMD card around to test literally ANYTHING, (or everything, like W1zard), rather than just preach the latest nVIDIA (tech) marketing stunt?
But that would put strain wrt their 'ins' at nVIDIA; because nVIDIA *would* hold that against them. Hence the conundrum. You want them, and they want to have that access (for good-intentioned reasons)...
But they shouldn't be come across as shills...yet still often do.
And then people buy things based on those type of (to some-extent existent realities with certainly less-updated and/or flattering coverage to the competition) situations.
There are so many different moving parts to nVIDIA's success that people just don't understand. I shouldn't make assumptions, but I'm not deaf/blind; these things *do often happen*.
This is why nVIDIA wins. You can respect it, but I can't support it. Not just because value/prices/margins, but consumerist morals.
So much of that company comes down to them making certain moves most don't think about but have a huge (positive) effect on public sentiment disproportional to their cost.
It drowns out the anti-consumer reality to most unless they pay close attention/remember/really get into the weeds.
It's something I've learned over the years: people don't generally play close attention, don't remember unless you remind them, and often don't like to research things for themselves.
As I've also said before, nVIDIA's anti-consumer tactics also often becomes a battle of attrition with their hope of them eventually being normalized (that nVIDIA thinks it can always win...and generally does).
