why is nvidia worth so much more than their supplier tsmc?
In: Economics
The market is not perfectly rationale. The hardest part of semiconductor is not the design (Nvidia), but the manufacturing the advanced nodes (TSMC). I agree TSMC is undervalued related to Nvidia.
However, Nvidia does offer an entire software ecosystem called CUDA which makes their hardware easier to use for building AI models. A lot of value is on CUDA as well.
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