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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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$Taiwan Semiconductor (TSM.US)$ Reportedly, the prepayment f...

$Taiwan Semiconductor (TSM.US)$ Reportedly, the prepayment from Chinese IC design companies to taiwan semiconductor, by circumventing Huawei chips, was confiscated by taiwan semiconductor. Will only one company violate the US embargo?
With the release of this excess production capacity, nVidia and AMD will be able to increase their output. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
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