$Super Micro Computer (SMCI.US)$ it has been delisted from nasdaq 100, not nasdaq. it still has a current extension till FY25 Feb
8
$Taiwan Semiconductor (TSM.US)$
the revenue contribution from N2 in 2026 will be much larger than compared to N3
the revenue contribution from N2 in 2026 will be much larger than compared to N3
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1
$Taiwan Semiconductor (TSM.US)$
if i heard correctly, Q3 is expected 22.4billion - 23.2billion
if i heard correctly, Q3 is expected 22.4billion - 23.2billion
1
$Taiwan Semiconductor (TSM.US)$ To be between 30 billion and 32 billion U.S. dollars, as compared to 28 to 32 billion U.S. dollars previously.
$Taiwan Semiconductor (TSM.US)$ $Broadcom (AVGO.US)$ $NVIDIA (NVDA.US)$ for anyone worried. have a look at $Taiwan Semiconductor (TSM.US)$ revenue QoQ compared from Q1 to Q2 from sectors spending the most on chips. heres the chart
HPC went from 46% to 52% increase QoQ
HPC went from 46% to 52% increase QoQ
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3
$NVIDIA (NVDA.US)$
Via bloomberg, Donald Trump states if elected he would not ban tiktok.
If he is elected tiktok will be able to have direct HPC access
Via bloomberg, Donald Trump states if elected he would not ban tiktok.
If he is elected tiktok will be able to have direct HPC access
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