@AlexWalker 2 weeks ago
TSMC’s sales surge shows AI demand is still going strong
TSMC’s sales surge shows AI demand is still going strong
is back in focus after sales jumped 45%, highlighting just how strong demand for advanced chips remains.
With Nvidia and other AI leaders continuing to spend heavily on compute, TSMC is benefiting from the broader AI infrastructure boom. The big question is whether this level of growth can continue as expectations keep rising.
Do you think still has more room to run, or is the AI boom already priced in?
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