70183993
commented on
As the world rushes to make use of the latest wave of AI technologies, one piece of high-tech hardware has become a surprisingly hot commodity: the graphics processing unit, or GPU. A top-of-the-line GPU can sell for tens of thousands of dollars, and leading manufacturer $NVIDIA(NVDA.US$ has seen its market valuation soar past US$2 trillion as demand for its products surges. Amidst this surge, $JPMorgan(JPM.US$ analyst Gokul Hariha...
![Why J.P. Morgan Identifies TSMC as a Key Player in the AI Field](https://ussnsimg.moomoo.com/sns_client_feed/71445112/20240308/2e36930410594ab4a4774a8806a10c97.png?area=100&is_public=true/thumb)
![Why J.P. Morgan Identifies TSMC as a Key Player in the AI Field](https://ussnsimg.moomoo.com/sns_client_feed/71445112/20240308/e5588b08826f42c198beef3a1d0ef5ed.png?area=100&is_public=true/thumb)
48
5
70183993 : with make in USA push, TSM need to move their production to US which will sank their profit.