The 5G concept includes major US-listed companies in the fifth-generation telecommunication technology industry chain.
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Is Taiwan Semiconductor's 2-nanometer chip facing difficulties? Apple is reportedly postponing testing, while NVIDIA and Qualcomm may switch to Samsung.
①According to reports, Apple has postponed its plan to use Taiwan Semiconductor's 2-nanometer chips, possibly delaying it until 2026 for the iPhone 18 series; ②The current yield rate of Taiwan Semiconductor's 2-nanometer process is only 60%, resulting in high costs, which is a significant reason for many companies to seek diversified suppliers; ③NVIDIA and Qualcomm currently seem to be collaborating with Samsung to test the 2-nanometer chip process in order to break Taiwan Semiconductor's dominant position.
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The "alternative" battle of NVIDIA: Is Marvell more suitable than Broadcom?
Currently, Broadcom holds approximately 70% of the custom AI Chip market. However, analysis suggests that Marvell, with its strong position among Cloud Computing clients, greater growth potential, and more attractive valuation, may gain an advantage in future competition.