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“I remember Morris Chang has a similar story when he first met you, that you immediately said, ‘I’m going to be your biggest customer or one of your biggest customers. And he’s like, ‘Wow, that’s a lot of gumption.’ So, where did that confidence come from at such an early age?”. “By the way, Morris will be happy to know Nvidia is TSMC’s largest customer now.”
Is this good or bad for TSMC? Apple is a big customer if they leave TSMC. Would they come back? Apple is a steady stream of revenue for TSMC while Nvidia can go down when the AI bubble pop