Nvidia has already listed in some SEC documents that they have some chips in production at Samsung. That should be enough of a motivation for TSMC to offer competitive wafer pricing.
Well they didn't exactly say that they have chips in production at Samsung. This was the SEC filing from March 2015 - "We do not manufacture the silicon wafers used for our GPUs and Tegra processors and do not own or operate a wafer fabrication facility. Instead, we are dependent on industry-leading foundries, such as Taiwan Semiconductor Manufacturing Company Limited and Samsung Electronics Co. Ltd., to manufacture our semiconductor wafers using their fabrication equipment and techniques."
AFAIK they didn't have any chips in production at Samsung at that time...
Also..while of course they would play off each foundry against the other..they are heavily competing with Apple and Qualcomm for wafer capacity.
Nvidia has much higher volumes overall, so that's a factor also.
And the smaller die makes for better yields. It's obviously possible that GF has better detect density than TSMC.
But even if the die price is the same, Nvidia still has the benefit of having less DRAM chips, at much higher volume. And a cheaper power solution.
In a price war, AMD would lose.
Yep..pretty much agree with you on all this..the only slight benefit AMD may have is lower overhead.