TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips
4:02
MSNCNBC
TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips
Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.S. and the introduction of 2nm smartphone chips.
7 months ago
TSMC Chips
Rare access: The secret weapon behind Taiwan's chipmaking success
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TSMC Chips Act Funding Boosts US Chip Manufacturing Growth
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TSMC: Chips werden gehortet
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