Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
So CoaS represents right now about 10 to 15% of TSMC's capacities, and many of the facilities are custom built for exactly these types of chips that they're producing. So when NVIDIA needs to reserve more capacity, there's a pretty good chance that they've already reserved some large part of the 10 to 15% of TSMC's total footprint.
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