TSMC’s visibility extends to 2030, the reason for its optimism over the AI trend and confidence in its goal of mid-30% year-on-year revenue growth this year, media report, adding TSMC’s chairman said the explosion of AI-related demand caught industry by surprise, and shortages remain “everywhere across the supply chain.” $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $AMD(AMD.US) #semiconductors #semiconductor
Source: Dan Nystedt
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