The potential obstacle would naturally be the industry espionage as its highly unlikely that someone from The Foundry Company wouldn’t actually talk to its AMD fellows that they successful taped out Nvidia's first chip and such information is usually worth gold in this market.
TSMC is not better here as once ATI tapes out a chip, Nvidia knows about it almost instantly about it and vice versa. We believe that bulk at The Foundry Company is about two years away from now and for Nvidia, probably even further.
NVIDIA could become a customer of The Foundry Company
Posted on Friday, October 10 2008 @ 23:59 CEST by Thomas De Maesschalck