Nvidia Supply Chain in One Chart: Who Are the Suppliers of the AI Giant?
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest independent semiconductor foundry, has released a financial report that indicates substantial revenue growth, a surge driven by the robust performance of chips designed by $NVIDIA (NVDA.US)$ . This positive trend is extending beyond TSMC, trickling down to benefit the entire supply chain associated with Nvidia's chip production.
The ripple effect of Nvidia's success is reaching its suppliers—companies that provide the essential materials, components, and services necessary for chip production. These suppliers could see an increase in orders and, subsequently, their revenues as they work to support the heightened growth of Nvidia.
As one link in the chain experiences growth, it creates opportunities for others within the network. Suppliers involved in the production process, such as those providing specialty gases, memory chips, electronics test and measurement equipment, and advanced packaging services, are all beneficiaries of the current upswing.
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小老江 : ARM isn't in it?
Blue109v 小老江 : Bro supplies
102328260 : Should we buy TSM now?
Louis Moleron : should we buy or no?
71791878 102328260 : no i wouldnt. not enough potential now. wait for next smartphone and pc cycle. demand is pretty low for "normal chips" now and the ai race compensates for that. It will not change tsmc's short/mid term earnings
71791878 Louis Moleron : nvdia, absolutely. maybe do a little cost dollar average.
102328260 : Can buy GitLab?
102328260 71791878 : Thank you for your reply
102328260 71791878 : I bought ASML yesterday
71791878 102328260 : good choice. Very stable company and is growing like crazy. Pe ratio is also pretty attractive
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