Artificial intelligence (AI) is a technology that copies how people think and process information, making it useful for companies in many innovative fields. AI chips process large amounts of data in emerging AI technology. As an essential component, companies involved in the design and manufacturing of AI chips are likely to benefit from the growth of AI development. In 2023, the AI sector attracted a lot of media coverage and investors. The potential size of the AI market is still unknown because we keep finding new ways to use AI technology. AI chip companies in this list are likely to benefit from the growing interest in the AI market.
TSMC, the world's largest contract chipmaker, said on Thursday it expects strong growth in its business to be sustained as it reported a forecast-beating 54% jump in quarterly profit due to soaring demand for chips used in artificial intelligence (AI).
Taiwan Semiconductor Manufacturing Co (TSMC), the dominant producer of advanced chips used in AI applications whose customers include Apple and Nvidia, has benefitted from a surge towards AI across a spectrum of industries.
$Taiwan Semiconductor (TSM.US)$ just showed you that the real $ASML Holding (ASML.US)$ issue was $Taiwan Semiconductor (TSM.US)$ dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
As I said many times $Taiwan Semiconductor (TSM.US)$ dominates!
Taiwan Semi knocked the cover off the ball
the forward guidance is spectacular the demand is insatiable
everything Jensen said they said. that we are just beginning
N2 demand is higher than we ever dreamed of...
There is only one supplier and irreprecable monopoly. Wouldn't it be fun to see TSMC selling their chips at 5x and NV at 1x?
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