TSMC will be a big beneficiary of the Broadcom-Google-Anthropic deal as it manufactures the TPUs to be used to provide Anthropic with up to 5GW of computing power, media report, while longer term, TSMC is the main foundry partner for Broadcom, which inked a 5-year deal to keep developing new TPUs for Google through 2031. $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $Alphabet(GOOGL.US) #Anthropic #semiconductors
Source: Dan Nystedt
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