$Taiwan Semiconductor (TSM.US)$ Chinese chip manufacturers a...
Chinese chip manufacturers are accelerating their order pace and paying additional fees to TSMC to cope with the uncertainty caused by the US presidential election and US-China relations. This could support TSMC's revenue and gross profit margin, and there is a possibility that their third quarter and full-year performance will exceed expectations.
There is a surge in demand for TSMC's 3nm technology, with major customers like Apple and NVIDIA reserving production capacity and orders being filled until 2026 (according to TrendForce).
There is a surge in demand for TSMC's 3nm technology, with major customers like Apple and NVIDIA reserving production capacity and orders being filled until 2026 (according to TrendForce).
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