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SemiAnalysis: Downstream large model companies have already made substantial profits, and NVIDIA and Taiwan Semiconductor are poised to earn even more.

SemiAnalysis pointed out that Anthropic's annualized revenue has surged to over USD 440 billion, with inference gross margins exceeding 70%. Downstream large model companies are the first to achieve substantial profits. However, the profit potential upstream is far from reaching its ceiling: if NVIDIA shifts its pricing framework from a cost-oriented approach to a value-oriented one, there is more than 40% room for upward adjustment in system pricing; Taiwan Semiconductor’s N3 process is also at the core of value redistribution. Structural supply-demand mismatches are opening new pricing windows for upstream players.

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