NVIDIA and TSMC reportedly never signed a formal contract in nearly 30 years of partnership
IgorCarron · x · 2026-11-14
A widely shared claim states NVIDIA and TSMC have worked together for nearly 30 years on a business worth tens or even hundreds of billions of dollars without ever signing a formal legal contract. Igor Carron questions whether the board and new CEO realize the implications — the relationship reportedly rests heavily on personal trust with Jensen Huang, and without him TSMC could in theory shift capacity to Apple, AMD, Broadcom, or Qualcomm. The claim is unverified, but it raises notable supply-chain and key-person risk questions.
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