Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.
Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.