Earlier this week, NVidia unveiled its financial results, and profits dropped by 50%. According to the chameleon, the reason is the difficulty to produce enough 28 nm engraved GPUs from TSMC, as yield are not as high as expected. It seems that NVidia has convinced TSMC to get a priority status in the pipeline and in the production lines., ahead of another customer: AMD and its Radeon GPU.
This could be linked to another rumor, indicating that Appel could use NVidia GeForce cards in its forthcoming Macs. We can imagine that Apple has been looking for the GPU able to power 2D at Retina HD resolution level, without necessary killing battery lifetime on MBP. It could very well be that TSMC is also making this move in order to push forward in its seduction dance to attract Apple, thinking it could get teh market for Ax chips production, and become a new partner for Apple.