Smartphone chip giants MediaTek and Qualcomm have cut wafer starts at TSMC around 10%-15% for advanced 4nm and 3nm production, but AI giants keep snapping up all the capacity they can get so TSMC is unhurt, media report. $Taiwan Semiconductor(TSM.US) $Qualcomm(QCOM.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Amazon(AMZN.US) #semiconductors
Source: Dan Nystedt
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