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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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$Taiwan Semiconductor (TSM.US)$ The USA is paying attention ...

$Taiwan Semiconductor (TSM.US)$ The USA is paying attention to the source of high-end chips from Huawei...
In fact, chips can be disassembled and then commissioned to IP companies or IC design companies for separate high-end wafer foundry production under the names of ASIC such as NPU, CPU, GPU, FPGA, HBM 2, 3, etc.
These ASIC wafers are then packaged into an AI chip with advanced encapsulation...
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    如果你相信1+1=2,那你一定也要相信老人與狗的理論。
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