AMD CEO Lisa Su said the premium paid for chip production at TSMC Arizona is 5% to 20% versus from Taiwan, Bloomberg reports, adding she sees continued high demand for AI chips from big firms like OpenAI and Elon Musk’s xAI such that “just the accelerator market will be over US$500 billion in just a couple of years, so very high growth.” $AMD(AMD.US) $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor
Source: Dan Nystedt
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