TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia

The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that this ban has not affected the short-term revenue of Nvidia. $NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ $Taiwan Semiconductor (TSM.US)$