At most, TSMC will let Nvidia pay up front to build an additional Fab dedicated fully or partially to their use.
The way Apple already does:
> The investment includes “a multibillion-dollar commitment from Apple to produce advanced silicon in TSMC’s Fab 21 facility in Arizona,” according to Apple’s February announcement. The plan is to double Apple’s Advanced Manufacturing Fund from $5 billion to $10 billion, with TSMC Arizona a primary beneficiary.
No, but being a long term partner gets you preferential treatment.
TSMC has literally been cutting Apple special lower pricing deals while signaling that given Nvidia's extravagant margins, they expect them to pay more per wafer than a normal customer.
> TSMC hints at price increase for Nvidia as response to its booming AI hardware business
> "TSMC's contribution to the world and the tech industry is under-represented by its financial results." Huang added that "raising prices is consistent with the value they deliver. I'm very happy to see them succeed."
And they objectively do. In 2019 Apple had TSMC 5nm all to themselves; now they're fighting with Nvidia for capacity. Nevermind the rumor that Apple is sampling Intel Foundry Services, the mere fact that there is TSMC 2nm and 3nm capacity Apple is unwilling to buy is proof that their agreement is limited.
The way Apple already does:
> The investment includes “a multibillion-dollar commitment from Apple to produce advanced silicon in TSMC’s Fab 21 facility in Arizona,” according to Apple’s February announcement. The plan is to double Apple’s Advanced Manufacturing Fund from $5 billion to $10 billion, with TSMC Arizona a primary beneficiary.
https://www.aztechcouncil.org/tucson-chipmaker-tsmc-arizona-...
They aren't going to throw away a long term partner for short term gains.