Wild to see the divergence between wafer shipments and overall revenue at $Taiwan Semiconductor(TSM.US).
The last cycle was driven by COVID-era consumer demand (ie $Apple(AAPL.US)) but this cycle is all about $NVIDIA(NVDA.US) lower-volume higher-ASP wafers for the age of AI, while consumer is still soft and net shipments actually flattish/down.Source: Chips & Wafers
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