Taiwan’s Industrial Output Index in July rose for the 17th straight month, up 18.1% versus last year, led by AI, media report, including electronic components +29.5% “driven by continued strong demand for HPC (high performance computing) and AI…”, mainly semiconductors +33.9%; while computer/electronics/optical products +39.03%, led by servers, communications equipment, chip testing gear, switches, SSDs, more. $Taiwan Semiconductor(TSM.US) #Foxconn #Quanta #Wistron
Source: Dan Nystedt
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