Rice stocks I'm a little worried about right now
With Taiwan Semiconductor Manufacturing (TSM) customer Apple at the top, MEDIATEC, AMD, Qualcomm, and Broadcom continue with the top 5 companies NVIDIA, Sony, Marvel, STM, and ADI ‼️ NVIDIA is only 2.83% at the moment, no different from Sony's 2.54%! So what happens if NVIDIA's ratio continues to rise??? Growth will accelerate even further in the future, right? 😃 I wonder if it's just me? I would like to do a lot of research from now on. Please let me know if you have any information.
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NOIR(のあ) : I think TSMC is the founder of Fabless NVDA's latest GPU, but is that still TSMC's production volume? sales? It's less than 3% of, isn't it? It was a bit shocking. I know that the Kumamoto factory is not a cutting-edge chip, but the ratio of GPUs in semiconductor production is that small.