In its latest quarter, it generated 60% of its revenue from its smallest 3nm and 5nm nodes. In terms of platforms, it generated 57% of its revenue from the high-performance computing (HPC) market ...
Those customers are likely Microsoft, Meta Platforms, Amazon, and Alphabet. All four are working on custom AI accelerators to ...
Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share.
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