【st】$Taiwan Semiconductor.USrImage⊙$Taiwan Semiconductor.US♢Taiwan Semiconductor♢ST/US/TSM♢0♢0【/@Bridge Buzz SGI don’t think TSMC is that sensitive to swings in AI demand. No matter who’s leading, most advanced chips still depend on the company. Even efforts like DeepSeek latest model using chinese chips showing a high growing competition, but also how hard it is to catch up TSMC’s scale and capacity.
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