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'Rising ASIC coalition' seeks to jettison Nvidia — Industry report claims firms are accelerating development in order to reduce dependence on the giant
TSMC, as always, seems to be the true winner in this story
But the major clients are seemingly beginning the path to hardware independence through in-house ASIC designs, while continuing to buy from Nvidia for the time being. TSMC, as the company responsible for fabricating both Nvidia's hardware and new ASIC designs from the top hyperscalers, only stands to continue winning big amidst the protracted divorce. In an iconic recent press statement, TSMC chairman C. C. Wei shared, "It doesn't matter who wins — both Nvidia and the ASIC players are our customers.
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