Yesterday, the TSMC met a shareholder, and in an interview then the company showed every sign of confidence in its future, regardless of the resonance and flow of various AI companies, regardless of its largest consumers. Even the world’s largest semiconductor company went to say about AI companies: “We do not have to decide who will win, because they will all come to us in the end.”
This easily -translated machine translated quote, which has been brought to you Taiwan Economic Daily (Through Wccftech), CEO and Chairman of TSMC comes from V Xijia (CCV). Pointing to the back of the V, indicating that both GPUs and ASICs are made in TSMC, showing that the TSMC has covered you, the type of AI data center you need.
And this is true, TSMCA produces most of the computer for data centers, different hoppers and black wheel chips of newcomers are the most clear and companies for which AI companies stand.
Yesterday we covered how the TSMC had said in a meeting of the TSMC shareholders that “the demand of the AI has always been very strong and despite US prices it continues to advance supply.” The company said that although revenue has an effect.
With a $ 100 billion planned investment in the United States and the scope of Arizona Fab that is already apparently Sold by 2027It does not seem that the TSMC needs to worry more on the front of the international trade war.
I think based on production in both Taiwan and the United States, it is not too ridiculous to understand that “they will all come to us in the end.”
Wei allegedly acknowledged that in the past, the company had faced more and more capabilities, but “this time we are more cautious and complete.” It seems a part of it because TSMC is getting the forecasts and information of chip scale packaging manufacturers (CSPs) because “they are also worried that we are not ready enough.”
As AI, such a new and rise car market should be difficult to predict in the market, but if a company can perform well in addition to NVIDIA, it is known to be TSMC.
Let us just hope that in the form of some derivative gaming chips and GPUs, we have seen we have seen the income of this sweet chip in the lap of polite gamers. Hey, I’m not beyond finishing scrap, are you?
