Nvidia’s success in resuming sales of its H20 AI chip for the China market also bodes well for TSMC, which manufactures the chips, media report. When H20 exports to China were banned in April, Nvidia estimated losses of US$8 billion in sales in the quarter. TSMC also manufactures AMD’s China-focused AI chip, the MI308, and AMD is preparing to resume shipments. 1/2 $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) #semiconductors
Source: Dan Nystedt
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